Welcome to my newsletter!

Thanks so much for visiting. After a two decades in legacy giving, I've got a few opinions (maybe more than a few), a thirst for more knowledge, and maybe even a bit of insight to share. 

I've worked as a front line gift officer and a director in planned gifts and major gifts with some amazing mission-driven organizations. Almost five years ago, I was convinced by Phyllis Freeman, a legend in the planned giving world, to move over to the consulting side and start the legacy giving division at Mal Warwick DonorDigital, a full service, integrated direct marketing agency that also happens to be an awesome employee-owned B-Corp. I'm currently the VP of Legacy Giving at MWD, but opinions here are my own and not my agency's fault! 

If you're looking for "three easy ways to jump start your planned giving program", or three easy anything, you might be disappointed. But I think you, my legacy giving family, are smart, thoughtful lifetime learners and completely capable of tangling with nuance, ambiguity, slightly inappropriate humor, and a deeper dive into what we know...and what we don't know...about legacy giving.

We may end up on some side quests*, and perhaps discover that the side quests take us to a more interesting place. 

Warmly, Tracy

*According to Wikipedia, and my teenage son, a side quest is found in role-playing video games, and can be used as a means to provide non-linear structures to an otherwise linear plot.