1288 Valley Forge Rd. Building 82
(800) 490-7090

Meredith Sossman, Esq.

Meredith Sossman, CFRE, JD is an accomplished development professional and attorney, who has helped non-profits achieve better results through insight and experience in all aspects of giving and non-profit management.  In her ten years with the West Chester University Foundation, she served as a campaign director, associate executive director, in-house counsel and chief development officer.  She successfully led the foundation’s $50 million capital campaign.  Meredith is a principal at MM&C Consulting and works with plannedgiving.com to help non-profits exceed their goals by providing experience, insight and proven solutions that drive results while honoring every philanthropist.  She earned her JD at Temple University School of Law and BA at Muhlenberg College.

Some of Meredith’s topics include:

For Fundraisers
  • Donor Surveys: How, Why, and Industry Benchmarks
  • Asking the Right Questions: How to Have the Gift Planning Discussion
  • Get Your Board on Board: Writing the Case for Gift Planning
  • Putting Your Gift Policies in Order
  • Understanding Donor-Centered Philanthropic Planning
  • Gifts of Complex Assets
  • Writing your Donor-Centered Gift Planning Marketing Plan
  • Impact of Changing Generational Cohorts on Individual Giving
  • Obtaining and Conducting Donor Visits
  • Gift Planning Essentials: Starting a Donor-Centered Gift Planning Program
  • Increasing Income in Retirement
  • How to Ask for Bequests
For Donors
  • Developing a Personal Philanthropic Plan
  • 5 Questions You Should Ask Before Seeing Your Estate Planner
  • Why You Need a Will

For more information on having Meredith speak to your group, please contact us.

Meredith Sossman Planned Giving
I look forward to speaking at your event.