Result-Driven Planned Giving Consulting Services for Charities & Philanthropic Families
PLANNED GIVING IDEAS
There are many different planned giving strategies available for donors and the charitable organizations they support. However, knowing which strategy is most appropriate for a particular donor is invaluable. We combine our legal, tax and planned giving expertise to help develop, communicate and, most importantly, effectuate planned giving recommendations presented to donors by either a charitable organizations or the donor's own professional advisors. Provided below is additional information regarding all forms of planned gifts, including simple illustrations, case examples, articles and video presentations.