Serving the needs of charities
Lending a helping hand
Most of the charities we know and serve are working hard at their core mission. They often don’t have the resources and expertise to put together the essential elements of a successful planned giving department; that’s where we come in.
Helping charities do what they do best
Our passion is to help charities concentrate on carrying out their core mission without the daily concerns of funding. We help them learn how solicit, attract and tap into larger funding sources through tax-exempt planning. With our help, they can do this without incurring huge staffing and operational costs.
Doing the planned giving heavy lifting
Planned giving is what we do best. We know the tax and legal landscape, have developed and trained on a broad range of tax-exempt planning topics and strategies, and have the regional and national networks of professional advisors needed to effectively accomplish our mission. We’re ready to help support your charity with turnkey resources like:
- Marketing Programs and Resources
- Workshops, Training and Seminars
- Back-Office Support
- Professional Advisors Networks
- Staff Training and Consultation
Open up the world of planned giving to your charity
Contact us today to speak with someone who is both knowledgeable and passionate about helping charities escape the rut of fundraising and begin a successful planned giving program. You can call us directly at 909-625-4511 or contact us via email.
