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Our services allow you to cost-effectively target the planned giving expertise your organization needs.

It all begins with a Planned Giving Design Review–

From a fresh perspective, we review your current or intended planned giving program to observe, listen, analyze strengths and address specific challenges. Fueled by new insights, your organization can focus on how to better use present resources to begin a planned giving program or improve the overall effectiveness of current efforts. Endowment is an organization’s long-term lifeblood. Opportunities such as charitable lead trusts, life estates, life income gifts, remainder trusts and gifts by will can open new avenues of support, possibly even attracting current gifts. Creating the strategies for this planned giving support takes significant time and expertise. How strong is your program?