Annual and Planned Giving

Planned-Giving Counsel
Planned giving provides substantial opportunity for your growth and long-term security. At the same time, a strong planned-giving program reduces your reliance on ongoing campaigns and special events. This builds a solid foundation for additional gifts from past donors and an excellent referral base for new ones.

Our planned-giving specialists guide you through the technical and tax aspects of planned giving. We create and help implement solicitation and receipt systems, policies and guidelines. We also facilitate establishment and growth of a program that presents financial incentive and strengthens ties through charitable trusts, bequests and more.

Among our services: audits and capabilities analysis; technical and systems support for bequests, annuities, trusts, gifts and other assets; training, and solicitation support.