Greg Lassonde: Legacy Giving Specialist. Helping build endowment through legacy gifts Home
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What my clients say about my work:

John Draper
Philanthropy Advisor
Crystal Springs Uplands School

“Crystal Springs Uplands School hired Greg as our consultant with the direct charge of teaching me the ways of planned giving and revitalizing our dormant efforts at the school. After thirty years at Crystal, I joined the development team and began to learn about planned giving. To that end Greg has made presentations with me as his ‘assistant.’ The most memorable and edifying was his clear, concise and thoughtful presentation to a school family who expressed interest in learning about donating rental property. Greg led the conversation with the father and son for over an hour and a half. I was pleasantly struck by his forthright honesty with the family about the potential benefit and the potential downside of gifting real estate. He touched lightly and clearly on the various merits of charitable remainder trusts, charitable gift annuities, wealth replacement trusts and other topics. The family and I learned a lot from the session, and I am sure they will be back for more because Greg clearly ‘lit the fuse’ of philanthropy through real estate.”

Lela DaVia
Development Director
Center for Independent Living

“Greg is a skillful professional who brings expertise combined with a passion for planned giving as well as a respect for the nonprofit community.”

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John Graf
Chair, Planned Giving Committee
Former Board Chair
FACE (Family Aid – Catholic Education)

“Greg has been invaluable in our efforts to launch and sustain what we believe will be a fruitful planned giving program. He brings extensive experience as a planned giving officer and works very well with our staff, board and Planned Giving Committee. Greg takes a highly systematic approach to the process and keeps us on track. We set goals, establish operating plans and execute with Greg guiding us each step along the way. He is very involved and actively participates in meetings with our board, prospects, etc. It's a pleasure to work with him.”

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Christopher Hest
Director of Development (1996-2002)
San Francisco Symphony

“I hired Greg as the San Francisco Symphony’s first full-time planned giving officer and knew that the organization needed someone who could deliver while honoring cultural norms. While there was eagerness to enter the world of planned giving, many inside the Symphony had misgivings about being overly aggressive or otherwise insensitive around a subject that was delicate: mortality. Greg skillfully launched a Symphony-specific effort that made participation in its planned giving activity attractive to prospects.

“One of his first accomplishments was leveraging resources through advancing the use of volunteers. Prior to his arrival only a minority of SFS volunteers were members of the Symphony’s Pierre Monteux Society, and he hit 100 percently shortly after his arrival. Greg also led the charge for the Symphony’s launch of its charitable gift annuity program, including the licensing process with the California Department of Insurance. In his six years with the Symphony he more than doubled the legacy group from fewer than 200 to over 400 members. His nearly three decades working in nonprofit development, holding a wide variety of staff positions and responsibilities, highly informs Greg’s consulting practice.
I am a fan of Greg Lassonde’s work and recommend him to you.”

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Judith Parker
Development Director (2004-2008)
California Symphony

“I brought Greg in to launch California Symphony’s planned giving program after hearing of his success from symphony colleagues around the country. As an employee at San Francisco Symphony for six years, Greg set the standard for a well-run program. Our work together was highly collaborative as I am more of a hands-on person, and wanted to be involved in the program. He helped us avoid the normal pitfalls and roadblocks to moving a program forward, and also engaged the Board and inner circle of supporters and donors. Under his guidance we quickly made planned giving highly visible at performances, in publications, and through direct response mailings. Our legacy society is growing and we have created a significant pool of qualified prospects.”

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Patsy Vincent
Development Director (2006-2008)
Mount St. Joseph’s – St. Elizabeth’s

“Greg is a patient and intelligent coach, and helped me negotiate the sometimes challenging world of planned giving! He was terrific with providing ancillary materials including newsletter articles and letter templates that made it easy to market planned giving and respond to inquiries.”

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