Many non profit organizations leave money on the table because they are only asking for cash gifts. Cash is the tip of the iceberg of wealth and major gifts of asset benefit the donor and the cause!
Successful nonprofit organizations invest heavily in Major Gifts of Assets (Planned Giving) because they have experienced the benefits for their donors and their organizations.
We empower donors to explore their why, revitalize their connection to your mission, and help them explore opportunities for major 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, marketing direction, and make available customized tools and resources that 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.
Learn more about ways to give smarter!
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