Charitable & Planned Giving Strategies

No matter where your institution is on its financial journey, our team of experts helps establish a charitable and planned giving strategy.

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Charitable Giving Plans

Working with All Decision Makers

A central part of any non-profit or endowment organization’s plan is a focused charitable giving or planned giving strategy. Our years of experience in the institutional space have yielded decades of cumulative knowledge in helping organizations craft these strategies. Our highly qualified team of multiple Certified Financial Planners (CFPs) focuses on working with organizational boards of directors and planned giving committees to develop customized, focused charitable and planning giving strategies. We work with the organization to develop a menu of educational services we can offer focused on potential donors and helping to enlighten them to the potential benefits of charitable strategies.

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Charitable & Planned Giving

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