About Lynda L. Sands, J.D., M.B.A
Lynda L. Sands is a lawyer, consultant, trainer, author
and motivational speaker in philanthropic planning.
She specializes in strategic designs and solutions for philanthropic transfers of wealth. Her 40+ years of specializing in high net worth philanthropy have provided her with exceptional depth of expertise in solving design issues and asset transfer issues, as well as resolving problematic cases where charitable gifts were not well designed and executed. She served as Tax Attorney for charitable trusts and pooled income funds for Bank of America World Headquarters, Assistant General Counsel for Yale University for development and institutional advancement, and was selected to serve on United Way’s early project in Planned Giving funded by a Lilly Endowment grant. She has served on many nonprofit boards, served on Finance and Audit committees, and was Chairwoman of the San Diego Air and Space Museum. See full resume
Lynda serves primarily three groups involved with philanthropy
Value to the client and to the field of philanthropy
Forty plus years of experience in working with these three groups, writing over 200 articles and more than six books, creating document assembly software, speaking to more than 1,000 audiences, and doing audio and video presentations has allowed Lynda to develop breadth and depth of experience and to share that experience in all forms for so many clients.
She has trained more than 35,000 financial advisors and planned giving officers.
She has initiated, assisted, concluded and joint ventured on well over $1 billion in charitable gifts, trusts, annuities and foundations. And that number was achieved by 2001 when she stopped counting and just enjoyed continuing on to the present day.
New ventures: online videos, books, training, much more
Not wanting to stand still, Lynda has begun online video training for major gift officers, new planned giving officers, and other nonprofit staff/volunteers who want or need to understand planned giving without becoming a technical expert at it. Plain English Planned Giving is comprised of eight courses each with 8 topics in a coordinated format for easy, quick learning on how to spot potential planned gift opportunities in a donor’s life or assets. Each video is 25-30 minutes for convenience of learning.