Planned Giving Services

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Estate Gifts and Planned Gifts are a wonderful way for donors to support their favorite charity and causes well into the future. Ferrari Philanthropic Consultants has an experienced team of gift planning professionals that can provide the help you need to work with donors in reaching their philanthropic goals.

We will help you to:

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We 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