Planned Giving Services

We can help you strategize your overall program...

  • Establishment of Endowments – Policies and Procedures
  • Provide Training on Estate and Gift Planning Techniques to Boards, Volunteers, and
        Fundraising Management Teams
  • Development of a Bequest Program – Wills, Trust, Retirement Plan Assets - Cultivation
        and Solicitation
  • Development of Gift Design Strategies – Charitable Remainder Trusts, Gift Annuities, Lead
        Trusts, Donor Advised Funds, Support Organizations, Private Foundations, etc. - Cultivation
        and Solicitation
  • Professional Advisors Program Development
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