CAROLINE (LINA) STEIN, JD, CAP®

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I am an attorney, published author, and fundraiser who guides organizations and individual philanthropists with practical action plans to achieve their visions.  Fundraising strategies, science, and technology have all changed, and I go about this work with an equally updated approach by incorporating the hard science, the art, and the many innovations from the field.

Shortly after law school, I dedicated myself to helping nonprofits find sustainable sources of support through individual philanthropic gifts. I raised nearly $25 million in outright, complex, and deferred gifts in the past 5 years while also creating and implementing qualification, solicitation, stewardship strategies, legacy challenges, and building out major and planned giving programs from scratch.

 

Throughout my fundraising career, I've helped hundreds of philanthropists structure their long-term philanthropy through a variety of charitable giving vehicles and my goal is to ensure charitable and legacy plans accomplish all that a donor envisions. 
 
In addition to my JD, I have a Certificate in Professional Fundraising from Boston University and the Chartered Advisors in Philanthropy accreditation. I am a member of the Colorado Planned Giving Roundtable and the Association of Fundraising Professionals.

WHAT CLIENTS SAY

Sand Dunes

SHADOWCLIFF

Lina's expertise and guidance were essential to the successful establishment of our legacy giving program. Lina is a great listener and helped us to create a structure and stewardship model that perfectly fits our organizational mission. Her depth of knowledge coupled with her creativity and responsiveness made our process seamless. 

Sand

LUVIN ARMS

“Lina is truly amazing! We are a small       non-profit and were in serious need of a strategic development and fundraising plan. Lina critically identified our areas of needed growth and potential. She crafted a brilliant and detailed fundraising plan that has laid the foundation for a successful year and future. We are beyond thrilled with Stein Strategies' services. Stein Strategies exceeded our expectations. We highly recommend Lina, and will use her services in the future”

Desert

A. HOPKINS

Lina has a great drive. She is responsive, reliable, and thorough. Lina is quite knowledgeable in gift planning, excellent with donors, and has a sound understanding of gift planning techniques and major gift strategies. You can always count on Lina to deliver! Once she accepts a project, she will take 100% responsibility to finish the project with loads of data and check-ins along the way.