Charitable & Planned Giving Strategies

No matter where your institution is on its financial journey, our team of professionals helps establish a charitable and planned giving strategy.

Hands together with plant

Charitable Giving Plans

Working with All Decision Makers

A central part of any non-profit or endowment organization’s plan is a focused charitable giving or planned giving strategy. Our years of experience in the institutional space have yielded decades of cumulative knowledge in helping organizations craft these strategies. Our qualified team of multiple Certified Financial Planners (CFPs) focuses on working with organizational boards of directors and planned giving committees to develop customized, focused charitable and planning giving strategies. We work with the organization to develop a menu of educational services we can offer focused on potential donors and helping to enlighten them to the potential benefits of charitable strategies.

Ready to schedule your no-cost discovery meeting?

Charitable & Planned Giving

Join Our Mailing List

Subscribe to get updates, and expertise content from our team.