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:
Initial consultation is complementary.
Any work with tax advantaged planning, planned giving or business transition.
Nonprofit planned giving work.
Initial consultation is complementary. Meeting Rate includes preparation, design and donor materials. Starting rate per meeting:
Initial consultation is complementary. Rates listed are starting rates and may be higher than listed below. All rates will be delineated in a proposal.
Up to 3 Development Officer starting rate of:
Up to 3 Development Officers with a contract of 4-6 months starting rate of:
Outright sale for 1-2 owners and revenue less than $5M starting one-time consulting fee of:
Excluding Search Engine Optimization, SEO, or Graphic Design and work will be delineated in a proposal.
Content only and does not include SEO or graphic design.
Review of website monthly for accuracy and updates.
The Gift Planning Institute does not offer tax or legal advise. Consult with your tax and legal advisors before implementing a gifting strategy or tax advantaged planning. We act as a liaison or quarterback of the professional advisory team to ensure the best interest of the client.
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Gift Planning Institute - 480-242-9956