Elevate Your Planned Giving Strategy
In the world of nonprofit fundraising, planned giving represents an unparalleled opportunity for transformative gifts that can secure your organization’s future. Yet many nonprofits find themselves at a crossroads – they recognize the immense potential of planned giving but lack the specialized in-house expertise to fully capitalize on these opportunities. Our Planned Giving Advisory Service bridges this gap, providing you with seasoned expertise and strategic guidance without the overhead of a full-time planned giving officer. Whether you’re looking to launch a planned giving program or enhance your existing efforts, our retainer-based model ensures you have a trusted advisor by your side, ready to help you navigate complex gift vehicles, engage prospects effectively, and close transformative gifts that will shape your organization’s legacy.
Comprehensive Services Designed for Your Success
Our retainer model includes:
Core Services
- Strategic assessment and planning for planned giving prospects
- Customized proposal development tailored to donor and organizational needs
- Expert guidance and participation in donor meetings
- Seamless liaison support with legal and financial advisors
- Ongoing advisory support for all planned giving-related questions
Flexible Engagement Model
We understand that planned giving opportunities don’t always follow a predictable timeline. Our service model is designed to provide:
- Dedicated monthly support
- Expertise available when you need it
- Ability to manage multiple prospect engagements
- Strategic guidance throughout the planned giving process
Beyond the Basics: Optional Services
For more complex planned giving scenarios, we offer specialized support for:
- Advanced gift vehicles (charitable remainder trusts, donor-advised funds)
- Comprehensive estate planning consultations
- Navigation of complex legal and financial structures
Why Choose Our Planned Giving Advisory Service?
- Expertise On Demand: Access high-level planned giving knowledge without the need for a full-time staff member
- Cost-Effective: A predictable fee structure that aligns with your budget
- Flexible Support: Adaptable to your organization’s needs and prospect timeline
- Comprehensive Guidance: From initial strategy to closing gifts, we’re with you every step of the way
Designed for Nonprofits That:
- Have identified planned giving as a strategic priority
- Want to enhance their planned giving program without adding full-time staff
- Need expert guidance for complex gift vehicles and donor conversations
- Are ready to take their planned giving efforts to the next level
Your Partner in Planned Giving Success
Our retainer model ensures that you have the expertise you need, when you need it. We’re not just advisors – we’re partners in your mission, committed to helping you secure transformative gifts that will create lasting impact.
Ready to Transform Your Planned Giving Program?
Contact us today to discuss how our Planned Giving Advisory Service can help you achieve your philanthropic goals and create a lasting legacy for your organization.