1-414-885-4587

About SFC Estate Coaching

Hello!

My name is Craig Mellendorf, the Founder, CEO, and a Certified Gift Planning Professional with SFC Estate Coaching.

I started SFC Estate Coaching because I saw the need for individuals and families to clearly communicate their desire to help the causes important to them throughout their lifetime through their estate plan. At the same time, I saw the growing need nonprofits have for financial resources and support. Quite simply, we saw two needs that could be met with one service, SFC Estate Coaching.

SFC Estate Coaching provides the important and meaningful service of helping non-profit organizations substantially increase their foundation or endowment funds.  We are also focused and committed to providing high-quality service and customer satisfaction – we will do everything we can to meet your expectations.   We are effective in part because we provide third-party interaction with potential donors, creating personalized opportunity for planned giving, and coaching them through the completion of their will or estate plan without feeling like they are pressed to give to one organization or another.

 

The SFC Estate Coaching Mission:

Creating lasting financial resources for Non-Profit organizations by Educating their Donors about Charitable opportunities and options within their Estate Plan.

 

SFC Estate Coaching Core Values:

Honesty – Confidentiality – Empathy – Integrity – Encouragement

Why Us?

Our only interest is creating a personalized plan for the potential donor that works for them, their loved ones and any charity they wish to contribute.  You will find that interest reflected in our Mission and Core Values.   We look forward to helping you and your supporters through the estate coaching process.