Jonathan Rich

Background

About Jonathan Rich

I have worked in the relational sales/philanthropic advisory field for over 30 years. I hold the professional designations of CAP, Chartered Advisor in Philanthropy as well as FCEP, Fellow of Charitable Estate Planning. I'm highly skilled at helping high-wealth individuals, family offices and foundations make philanthropic investment decisions based on facts not emotions. I'm a trusted philanthropic partner and member of philanthropists planning team for high-wealth individuals and families. Extensive knowledge of charitable tax opportunities, and what options will provide the largest tax benefits for the funder, as well as provide maximum impact to charitable missions they support. I'm available to consult with charitable organizations around growing their advancement and gift planning revenues though detailed analysis of current programs, and identifying opportunities for improving current processes as well as creating new programs for accelerating growth and revenue. I have extensive knowledge around identifying donor persona's and connecting their interests with charitable organizations missions and needs. I have extensive experience with creation/scaling of Major and Principal gift donor recognition programs that will increase current revenue and sustainable annual revenue growth. I excel at the creation of Gift Planning donor recognition programs/societies that will grow organizational revenue and endowments. Please reach out if I can be of service.