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    • Home
    • About
    • Planned Giving
    • Services
    • AZ State Tax Credit
    • Videos & Blogs
    • Speaking
    • Contact Us
  • Home
  • About
  • Planned Giving
  • Services
  • AZ State Tax Credit
  • Videos & Blogs
  • Speaking
  • Contact Us

Cash Gifts are the tip of the Iceberg!

Cash Gifts are the tip of the Iceberg!Cash Gifts are the tip of the Iceberg!
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Demistifying PLANNED GIVING

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 work with Non profit Organizations to:

Empower Donors to give Larger gifts

Simplify Giving Through knowledge and expertise

Support Charities to maximize Impact

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.  

Support Charities to maximize Impact

Simplify Giving Through knowledge and expertise

Support Charities to maximize Impact

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. 

Simplify Giving Through knowledge and expertise

Simplify Giving Through knowledge and expertise

Simplify Giving Through knowledge and expertise

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.  


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