Lorri M. Greif, CFRE, president of Breakthrough Philanthropy, Inc., has more than two decades of experience in the nonprofit community focused on creating and implementing successful planned giving and major gifts campaigns for local and national nonprofits. She has the experience of a seasoned nonprofit fundraiser coupled with the knowledge of a professional consultant.
Her many years of strategic thinking, fundraising know-how, and donor cultivation and stewardship, are now a key resource addressing the needs of Breakthrough Philanthropy's clients, mostly mid-sized to larger nonprofits.
Lorri has a unique skill for building or re-working fundraising campaigns from "the ground up." As the first Chief Development Professional for HIAS, Inc., a 120+ year immigration rescue agency, she created a major gift and planned giving program while accelerating their annual campaign. She changed the organization's fundraising culture by providing extensive training to other professionals and board members about the importance of individual giving versus dependence on government funding. She also created national marketing strategies, defined gift acceptance guidelines for the agency, oversaw adherence to IRS and government regulations, and more.
Lorri was also the National Director of Planned Giving for Women's American ORT (now ORT America, Inc.), a 100+ year-old nonprofit organization, which provides funding for vocational training and re-training worldwide. In addition to directing the program, she created and implemented a national marketing campaign for planned giving that helped to bring participation in the planned giving society to more than 1,000 members. She also helped to create the organization's Diamond Ladder campaign, which brings in millions of dollars in new and increased major gifts.
Additionally, Lorri helped to create or reinvigorate planned giving campaigns for such organizations as the Police Athletic League, Inc. (PAL), Friends of the IDF, YIVO Institute for Jewish Research, the Crohn's and Colitis Foundation, and the National Council on Alcoholism and Drug Dependence (NCADD), to name just a few.
Lorri proudly serves on the board of Women in Development (WID). She is also a member of the Planned Giving Group of Greater New York (PGGGNY), the National Council on Planned Giving (NCPG), the American Council on Gift Annuities (ACGA), and more! Contact Lorri at info@breakthroughphilanthropy.com.

Planned gifts are very often the largest contribution a donor ever makes. Yet sometimes it takes some convincing to get resources allocated to this type of campaign and if belt tightening becomes an i...

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I believe that being able to ask for guidance and/or assistance is highly professional in almost any field and actually shows true confidence and competence. After all, nobody knows everything!

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I think the gift of plain, vanilla - no scheme - permanent life insurance can actually make a terrific planned gift campaign! (And no, I don't sell insurance.) I always try to include an insurance cam...

Now is always the best time to start a planned giving program. Don't fall victim to the "one day" mentality that paralyzes so many nonprofits. Take advantage of all the opportunities planned giving ...

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I like to speak with as many people as appropriate, one-on-one, to find out what they think and know about planned giving, so we can develop a planned giving campaign that make sense when combined wit...

As development professional, we know it's important to research and plan the actions necessary for a successful campaign.

 With all the trainings that go on about the many different ways to make a planned gift, fact is approximately 75% of all planned gifts are made through bequests.