The Gift Planning Institute
The Gift Planning Institute, LLC partners with nonprofits and their donors to enhance philanthropy through strategically planned gifts that are thoughtfully designed to honor each donor’s unique circumstances while maximizing their generosity.
Where we add value to Nonprofit Organizations
Enhanced Donor Engagement:
Ø Donors may hesitate to discuss delicate personal and financial matters with those employed by a cause they support
Ø GPI’s fiduciary consultants, free from conflicts of interest, provide a trusted space to integrate philanthropy into life and legacy plans
Ø A trusted consultant can have confidential conversations with Donors about:
- Delicate Financial Information
- Complex Family Dynamics
- Goals and Aspirations of Each Spouse
- Morals and Values
- Estate and Legacy Planning
- Retirement and Financial Plans
- Tax Planning and Strategy
- Their Smartest Ways to Give
Planned Giving Expertise:
Whether initiating or refining a planned giving program, we equip organizations with essential tools for success, including
launching a Planned Giving Program with 12 Components Necessary for growth:
A folder with 12 PG Strategies Brochures:
- Marketing Materials
- Website Content
- Strategic Planning
- Engaging Leadership
- Enhanced Donor Meetings
- Gift Goals and Tracking
- Administering Difficult Gifts
- Create/Enhance Legacy Society
- Develop a Professional Advisory Board
- Marketing Campaigns
- Educate Staff, Board, and Leadership
- Update or Create Policies and Procedures
Innovative Marketing Strategies:
We craft compelling content and thought leadership to inspire generosity through effective messaging and campaigns:
- Newsletters, Email, and Social Media Content
- Stewardship and Donor Appreciation Events
- Planned Giving Campaigns and Surveys
- Testimonials and Donor Stories that Inspire Others
- Website Content
- Webinars and In-Person Events
- Planned Giving Strategy Brochures
Education Resources & Training: We transform complexity into clarity.
Tiffany House is a nationally recognized speaker, sharing insights at:
- National Conferences
- Estate Planning Councils
- Bar Associations
- Community Foundations
- Charitable Organizations
- To Donors and Business Owners across the country
We take pride in educating professional advisors, nonprofit executives, board members, and, most importantly, donors. Equipping them with the knowledge they need to make confident decisions. Crafting clear,
Visual representations of planning strategies
If a donor doesn’t understand a strategy, it’s not the right fit!
Meet The Founder
Tiffany T. House, CAP®, CEPA Tax, Estate and Charitable Strategist
Tiffany House is a Chartered Advisor in Philanthropy (CAP®), Certified Exit Planning Advisor (CEPA), President and CEO of the Gift Planning Institute and Exit Preparation, LLC. She is passionate about inspiring donors to accomplish more through giving tax-advantaged assets and creating a legacy that allows for win-win outcomes. Her experience of being a financial advisor and helping wealthy clients create a master game plan that incorporated their ethical and financial legacy gives her a unique approach to gift planning.
Tiffany, her husband, and their family value philanthropy in their own lives. They not only maximize the Arizona State Tax Credits they also have 10% of their estate benefiting charities and encourage their 3 daughters to research nonprofits and make grants twice a year from their Donor Advised Fund, named by their youngest - Giving Makes You Happy!
What will A gift planning program cost you?
Fees and engagement
We operate on a flat-fee consulting model, ensuring transparency and alignment with your organization's goals. We do not sell products, manage assets, or draft legal documents. Our role is purely advisory, guiding nonprofits and their donors toward strategic, impactful, and inspirational giving.
We offer two fee structures:
- Monthly Retainer – Customized to meet the organization's specific needs and the scope of work.
- Hourly Consultation – $250 per hour.
- (No charge for routine communications such as emails and scheduling meetings.)
Given the depth of our expertise, some donors choose to cover our consulting fee directly, recognizing the value of integrating estate, financial, tax, legacy, and philanthropic planning into a cohesive plan.
Additionally, we offer a comprehensive 12-month program designed to help nonprofits establish their planned giving program with all necessary components for success.