If you need additional support to process and close planned gifts, our planned giving, development and fund-raising specialists will provide you with personalized support whenever and wherever you need it.
We will help you set-up your planned giving department, establish gift acceptance policies, and locate investment advisory and administrative services. We will provide you with gift illustrations, participate in donor discussions, generate gift annuity contracts, and facilitate almost any kind of planned gift. We will provide you with expert consultation and advisory services to support your varied planned giving and fund-raising needs.
And, for those times when legal expertise is required, we partner with one of the top gift planning attorneys in the U.S.