America is primed for the largest intergenerational wealth transfer in its history–

A process that will largely occur through planned giving. Development officers should place increased emphasis on cultivating these gifts to make planned giving an important and complimentary part of their fund raising efforts.

Our consultative, educational approach enables our charitable organization partners to maintain focus on what they do best – annual fundraising and major gifts.

We help our partners develop a consistent planned giving channel while growing an ever increasing base of financial support by enhancing relationships with ALL current and prospective donors, attracting new donors at all levels and creating conversations that may also result in receipt of valuable current gifts. We believe that all planned gifts start with a conversation! One of the key tools used by Planned Giving Strategies to stimulate more donor conversations is The Donor Motivation Program™.

InKnowVision Institute

For development professionals
working with a high net worth
donor’s complex plans. Our
proprietary design and presentation
software allows the integration of
multiple strategies with varying
assumptions.