Unlock Estate Gifts
and Complex Donations

Partnering with organizations throughout the Pacific Northwest.

We partner with schools, universities, ministries, and other nonprofits to unlock and maximize the benefits of charitable estate planning, non-cash giving, donor advised funds, and charitable trusts. Our services enhance support for our clients’ charitable missions without the need to hire a full-time planned giving professional.

Our team includes estate planning, development, and nonprofit experts with over 40 years of combined experience. Our goal is to enhance your organization’s ability to serve donors by guiding them through the estate planning, planned giving, and complex gift process, in order to increase both deferred and current giving to your mission.

The Opportunity

The Great Wealth Transfer has already begun. Over the next 20 years, remaining members of the silent generation and baby boomers are expected to leave significant wealth at their passing. An estimated $80-90 trillion will change hands, transferring from one generation to the next. Baby Boomers alone account for more than $50 trillion of the total. Most importantly, around 15% is expected to be donated to nonprofits through charitable bequests or other planned gifts.

“You were excellent and the feedback was terrific.”

– Current client