Gift Planning - Cash is the TIP of the Iceberg
Planned giving boosts nonprofit sustainability and donor loyalty, helping organizations grow faster than those relying on cash gifts. Through tax-advantaged assets and legacy donations, the Gift Planning Institute helps design strategies that maximize giving and align with donor interests.
We work with Nonprofit 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 significant 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, and marketing direction and make customized tools and resources available to 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.
Where we add value to Nonprofit Organizations
Enhanced Donor Engagement:
Donors may hesitate to discuss delicate personal and financial matters with those employed by a cause they support.
GPI is a fiduciary consultant, free from conflicts of interest, providing donors with a trusted space to integrate philanthropy into life and legacy plans.
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
Fundraiser Master Class Training
The Instructor, Tiffany House, CAP®, CEPA, is a nationally recognized speaker and educator.
This immersive training series is designed to meet CFRE® CE standards while maximizing real‑world relevance and engagement.
- Two-hour sessions with CFRE® CE Credit
- Focused learning in donor engagement, legacy, and asset gifts
- An interactive environment that encourages participants to discuss and learn from real-life case studies
Each CFRE® CE Masterclass is intentionally structured to balance education with applied strategy, comprising 90 minutes of substantive content interspersed with 30 minutes of facilitated strategic engagement. The discussion is driven by attendee questions and real-time application; when live engagement is limited, curated case studies are used to ensure meaningful analysis and learning.
Availability is limited to 20 virtual participants.
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