Kelly E. Grattan, Executive Vice President, Author at Schultz & Williams

Building Stability for the Future

by Kelly E. Grattan, Executive Vice President | Nov 21, 2025 | S&W Articles, News & Updates

Senior Vice President Kelly Grattan demonstrates how planned giving can offer one of the most effective and enduring ways to build an endowment.

Montgomery School

by Kelly E. Grattan, Executive Vice President | Mar 19, 2025 | Uncategorized

Schultz & Williams is proud to partner with Montgomery School!

The Current

by Kelly E. Grattan, Executive Vice President | Jan 14, 2025 | Uncategorized

Schultz & Williams is pleased to partner with our newest client, The Current!

Inspire Donors to Secure Their Legacy

by Kelly E. Grattan, Executive Vice President | Aug 12, 2024 | News & Updates, S&W Articles

Inspire giving by helping donors understand their legacy. Thoughtful conversations and clear guidance can encourage planned gifts and strengthen long-term support.

MAXIMIZING the impact of your donors IRA

by Kelly E. Grattan, Executive Vice President | Jul 15, 2024 | S&W Articles, News & Updates

This giving strategy enables donors to support nonprofits they care about while offering potential tax benefits — creating a lasting impact for their communities.