gift planning
institute
​
gift planning
institute
​

Helping Donors Give Smarter

What we do - Planned Giving

image4

Inspire Donors

Collaborate with Advisors

Empower Nonprofits

We inspire donors to give to causes they are passionate about and we help them maximize the tax advantages of their gifts to nonprofit organizations.

image5

Empower Nonprofits

Collaborate with Advisors

Empower Nonprofits

We enhance nonprofit organizations  planned giving programs through donor support, collateral materials and education to achieve more asset gifts and legacy gifts.  

image6

Collaborate with Advisors

Collaborate with Advisors

Collaborate with Advisors

We work with professional advisors in the financial, tax and legal fields to create strategies that empower their clients' charitable intent.  

Subscribe

Learn more about ways to give smarter!