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About Pleiades Nonprofit Advisors

Your Gift Planning and Fundraising Experts

At Pleiades Nonprofit Advisors, LLC, we understand the challenges your organization faces, and we work to help you solve your fundraising and strategy needs, particularly as they pertain to gift planning.

 

We also understand the limited "bandwidth" your development staff faces. While an essential component for successful and long-term fundraising goals, gift planning requires a savvy understanding of charitable tax law, especially as it relates to structuring gifts funded with various types of complex assets. Moreover, a gift planning program takes much time and attention to develop.

We offer expert, award-winning talent with an outstanding record of building stellar gift planning programs, securing future gifts and current gifts through appreciated assets for your organization, while offering significant tax-saving gift strategies to your donors. 

 

We are ready to help you identify and develop strategies for your various nonprofit fundraising goals.

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Future Gift Options

  • Bequests through Wills or Trusts

  • Retirement Fund Designation Gifts

  • Charitable Remainder Trusts

  • Charitable Lead Trusts

  • Charitable Gift Annuities

  • Life Estate Gifts

  • Insurance Trusts

  • Gifts of Appreciated Property

  • Donor Advised Funds

  • IRA Distribution Gifts (QCDs)

  • Endowment Gifts

  • Blended Gifts (Current and Future)

Current Gift Options

  • Disposable Income (Cash or similar)

  • Appreciated Stock or Bonds

  • Real Estate

  • Retirement Funds (IRA)

  • Insurance

Ways to Fund

Values

Business Consultation

Our Reason for Being:

Our passion is to offer precise navigation for nonprofits to successfully enhance their leadership and fundraising efforts with hands-on guidance and implementation.

Our Endeavor:

To help nonprofits realize an abundance of revenue, empowering them to achieve their greater mission goals.

Our Team

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Kimberly Jetton

President

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Roni Ragone

Content Creator

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Andy Ragone

CEO

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Lori Fasciano

Business Manager

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James Dow

Director of Donor Intelligence

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Araceli Rodriguez Tran

Client Services Coordinator

562-568-5700

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Pleiades Nonprofit Advisors, LLC

Los Angeles     Miami    Phoenix    Santa Barbara    Monterey

Nationwide

©2023 by Pleiades Nonprofit Advisors, LLC

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