Empowering Your Donors to Leave Their Legacy

Gift Planning for NonProfits

As a non-profit, donors turn to you to make a difference that they couldn’t otherwise make by themselves. In gratitude for their support, help them create a legacy that reflects their life’s work and passion by offering them our Legacy Gift Planning Program. Through this process, you will see significant growth in legacy gift commitments, creating endless opportunities to connect with your supporters, while dramatically growing the impact of your mission. 

By providing this complimentary program to your donors, you are helping them create a legacy plan that reflects their values and allows them to maximize their gifts to your nonprofit, other charitable organizations, as well as their loved ones.


We Serve In Practical Ways By:


    Moving planned giving programs from passive marketing to active gift creation by implementing a Legacy Gift Planning Program for your donors.
    Walking your donors through a customized, confidential process to envision their estate with their personal, financial, and charitable values in mind.
    Educating your donors on the various charitable vehicles and estate planning tools available to them.
    Communicating your donor’s wishes with their professional advisors to create your donor’s legacy gift plan.
    Establishing a legacy plan that represents your donor’s values and allows them to maximize their gifts to your nonprofit.

Consulting and Speaking Services

With over 60-years of collective experience in charitable gift planning, our team of experienced professionals can provide your audience with tools and strategies to enhance any charitable organization, church, and nonprofit. Promote professional growth, enhance philanthropic planning, learn how to implement charitable tools to better serve your donors, and expand your organization’s mission.

Get Started

If you want to empower your donors to create a thoughtful legacy plan, please contact us for more information.

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