Planned Giving Services
Our team is here to serve donors, organizations and their financial advisors with expert charitable advice.
- Explore solutions that address the donor's specific needs and interests
- Request custom gift illustrations outlining the benefits of proposed gifts such as Charitable Gift Annuities or Charitable Remainder Trusts
- One-on-one or group training and webinars for financial representatives
- In-person visits/presentations with faith-based organizations and prospective donors
- Expert advice on a full range of charitable giving solutions
Email Us or call 800-365-4172
Meet the Team
- Over 50+ years in charitable planning and fundraising experience combined.
- Certified Fundraising executive accreditation.
- Vast knowledge and experience in investments/mutual funds.
- J.D., MBA and M.Ed. educated.
- Experience in cultivation, solicitation and stewardship for major gifts, endowments and capital campaigns.