Through our personalized estate planning approach, we help nonprofits strengthen their relationships with supporters. We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting impact on their family, community and the world
We can help you enhance your gift planning program or get it off the ground. We also provide al a carte donor meeting services.
We provide training and development for nonprofits and their board of directors.
Educating people on gift planning is our passion!
Planned Giving creates benefits for donors that includes tax efficient asset gifting strategies and legacy gifts while enhancing stewardship. Planned Giving services include:
Business owners work so hard to create their dream and are often surprised by the tax consequence of the sale. There are many tax advantaged strategies for selling a business including:
Please contact us to explore the other services.
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Gift Planning Institute - 480-242-9956