Our professionals can assist you in the development of a strategic planned giving communications plan for your organization. Our strategies are designed to build conversations and engage in education to inspire a deeper and more meaningful understanding of the benefits of estate giving. Opening up the opportunity for mission-driven giving introduces Christian donors to the blessing of generosity. Our goal is to help your organization and your donors truly thrive and attain long-term financial stability.

Planned Giving Offerings

PLANNED GIVING SCORECARD

■ Comprehensive online survey for organizational directors and staff

■ Report that ascertains board knowledge and focus

■ Benchmark your nonprofit against national Planned Giving Scorecard results

■ Prioritize steps and develop an action plan

CHARITABLE GIFT ANNUITIES

■ Creation, review and implementation of CGA program

■ State-specific tax reporting

■ Strategic analysis of reserve requirements

MARKETING AND EDUCATION PROGRAM

■ Strategic marketing plan review and goal development

■ Creative educational presentations for donors, volunteers, board of directors and staff

■ Marketing program tactics to engage all audiences, including videos, receipt stuffers, newsletter articles, email blasts, brochures, and web content

ASSET MANAGEMENT SERVICES

■ Review and/or creation of investment policy

■ Organizational/individual portfolio review and design

■ Investment management team knowledge and report preparation

■ Estate planning and bequest consultations

ENDOWMENT CAMPAIGN PROGRAM

■ Partner with you and your endowment campaign team

■ Offer professional guidance for endowment growth potential and ways to give appreciated assets

■ Provide a referral for the development of your case for support brochure

■ Investment and management of Endowment funds

EMPLOYEE AND EXECUTIVE BENEFIT CONSULTATION

■ 401(k) and 403(b) retirement plan management

■ Employee education and private consultations

■ Audit to ensure nonprofit ERISA compliance

DONOR EVENT PRESENCE

■ Attendance at donor events

■ Brief, creative planned giving presentation during banquets and events

■ Creative themes, invitations, videos, presentations, and more offered as part of our marketing and education program

DONOR ESTATE AND CHARITABLE PLAN DESIGN

■ Energize key donors to Do More for the nonprofit

■ Customized donor wealth diagnostic report

■ Donor goal achievement plan utilizing state-of-the-art software and planning techniques

■ Reduction of taxation and maximization of charitable giving solidified

Marketing and Education