Contact a Gift Planner
Our team is here to provide donors, organizations, and their financial advisors with:
- Expert advice on a full range of charitable giving solutions
- In-person visits and presentations with faith-based organizations and prospective donors
- Custom gift illustrations outlining the benefits of proposed gifts such as Charitable Gift Annuities or Charitable Remainder Trusts
- Solutions that address a donor's specific needs and interests
Email Us or call 800-365-4172
Secure Upload
Ben Boline, Greg Shamey, Cindy Aegerter
Meet the Team
- Certified Fundraising executive accreditation
- Vast knowledge and experience in investments/mutual funds
- J.D. and M.B.A educated
- Experience in cultivation, solicitation, and stewardship for major gifts, endowments, and capital campaigns