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Interim Staffing

Due to a variety of circumstances, a charity may find itself temporarily without the services of a member of its planned giving team. When such a situation arises, Evergreen can step in to help keep the planned giving program moving forward until a vacancy is filled, as a result of either hiring a new person or welcoming a colleague back from a longer term leave.

Whether on site, from Evergreen’s office, or through a combination of locations, consultant Bill Zook can come on board to ensure that relationships with key donors and prospects continue to be nurtured, elements of a marketing plan are still carried out, and the charity remains ready to respond to new inquiries and day-to-day developments.

As an independent contractor, Evergreen is easy to hire and easy to fire. Employee benefits are not an issue, and – at least for a limited period of time – it can be less expensive to pay a consultant’s fee for targeted part time assistance than to pay the salary and other expenses of a full time staff person.

It has been my pleasure to work with Bill as an allied professional in the planned giving community for more than 20 years. I have always admired his in-depth knowledge and technical expertise in all aspects of estate planning and planned gifts. Nancy and I were especially delighted to work with Bill recently on the planning, drafting and funding of our charitable lead annuity trust. We are very comfortable knowing our trust is properly drafted, operating smoothly and fulfilling our charitable intent thanks to Bill’s advice. I’m delighted to have Bill and his new practice as a trusted resource both for my clients and for my own personal planning.”

Howard A. Johnson, CIMA®, CFP®, CLU®, ChFC® Financial advisor and philanthropist
jwillyz@msn.comInterim Staffing