Six-Month Program Exclusively Offered by GPI:
Establishing a Successful Planned Giving program
Creating or invigorating a Planned Giving Program can be a difficult process. We offer a program that can take an organization from the basics to a fully developed Planned Giving Program in six months. After the intensive program, we offer continued support with the goal of a self-sustaining program in 12-24 months
Other Services
CONSULTING
CONSULTING
CONSULTING
We can help you enhance your gift planning program or get it off the ground. We also provide al a carte donor meeting services.
TRAINING
CONSULTING
CONSULTING
We provide training and development for nonprofits and their board of directors.
Speaking
CONSULTING
Speaking
Educating people on gift planning is our passion!
Other Services
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Planned Giving creates benefits for donors that include tax-efficient asset gifting strategies and legacy gifts while enhancing stewardship. Planned Giving services include:
- Donor gift strategy meetings
- Gift case design inclusive of donor's advisors
- Nonprofit planned giving program design and implementation
- Enhancement of existing nonprofit planned giving programs
- Website Content (excluding SEO or graphic design)
- Planned giving collateral material
- Outsourced Planned Giving Officer
- Planned Giving Best Practices
- Education and Engagement
Business Sale Consulting
Planned Giving and Legacy Planning
Planned Giving and Legacy Planning
Business owners work 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:
- Donor Advised Funds
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Deferred Sales Trusts
- Charitable Stock Bailout
- Opportunity Zone Investments
- C-Corp 1045 Rollover
- C-Corp 1202 Exclusion