Our Services
Each client engagement is customized specifically for the unique circumstances and needs of the organization. Whether estate and planned giving is a new component of your fundraising strategy or you’ve been embracing it for many years, our team can help you achieve your goals.
One-on-One Legacy Consultations
*core service
We serve as an extension of your development team, meeting one-on-one with your donors and prospects to help them better understand the estate planning process, integrate their values into the process and plan, and consider the role that charitable gifts (deferred, planned, and current) can play in their legacy plan. After the visit, participants receive a personalized document outlining things to consider, recommendations, and next steps.
Our co-branded legacy planning presentations are a low-pressure way to introduce and begin the estate planning conversation with your supporters. Every presentation is tailored to your organization and audience, insuring that the content is relevant, informative, and inspiring. These sessions provide a significant touch point for your development team as well as a pipeline for the one-on-one legacy consultations.
Charitable Estate Planning Presentations
We work with you and your donors to structure legacy and other complex gifts that are mutually beneficial. While always prioritizing the donor’s intent, we seek to ensure that these gifts will advance your mission without creating undue burden or requiring additional investment.
Gift Plan Creation
From preparing proposals to formalizing documents, we assist your team in establishing charitable trusts, charitable gift annuities, donor advised fund accounts, and other planned giving instruments that allow your donors to maximize their investment in your organization.
Tool Implementation
We equip your development team and volunteers to listen for and identify estate and planned giving opportunities, as well as giving them tools to initiate the conversation in a simple and natural way. We can also train your team to handle complex gifts, including estate gifts and non-liquid assets.
Policy Development
Ready to start a planned giving program or want to expand your existing program? We provide readiness assessments and program audits to ensure that you’re prepared to take the next step. We can also develop a marketing plan to help maximize your planned giving efforts.
Program Support
We help guide the development and implementation of planned giving policies and ensure due diligence in gift administration.