Planned Giving Demystified

We empower donors to explore their why, revitalize their connection to your mission, and help them explore opportunities for significant gifts of assets (in life or death) to fulfill their living legacy.  

We utilize proven industry best practices and research to provide education, strategic planning, and marketing direction and make customized tools and resources available to ensure success. 

Our experience allows us to understand donors' objectives and help them develop a comprehensive philanthropic plan that incorporates financial, tax, and estate planning while collaborating with their professional advisors.