About Us
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 Goal
Enhancing your organization’s ability to serve donors by guiding them through the estate planning, planned giving, and complex gift processes, in order to increase both deferred and current giving to your mission.
Our Model
We exist to serve nonprofit organizations looking to establish, build, or maximize a planned giving program. We do this by partnering with you to meet the individual legacy planning needs of your donors, prospects, volunteers, alumni, members, and staff. Think of us as your out-sourced, in-house planned giving team.
You are our client. And together, we serve your people. By providing estate planning presentations, staff training, and marketing plans, we help you introduce and initiate charitable legacy conversations with your supporters. When someone expresses interest, our team is there to provide in-depth, personalized consultation at no cost to them. These one-on-one visits allow individuals to explore the values and goals that will ultimately shape their legacy plan, without worrying about the expense and before they walk into an attorney’s office. The result is a sincere dialogue about how they might best provide for the people and causes they care for most, including you (the organization that made this conversation possible).
We honor your most important relationships and always seek to represent your mission with extreme care.
Core Values
Our work is permeated, guided, and inspired by a profound commitment to:
Gratitude
We recognize and celebrate the remarkable blessings in life.
Generosity
We strive to support others with increasing selflessness.
Stewardship
We manage and care for the resources entrusted to us with intention and integrity.