Basic Services

Our entry level of service. Successful programs for increasing current and future gifts of asset require great attention to educational and sequential moves marketing, professional advisor relationships, and donor engagement. Our Basic Services will serve as an important first step into the gift planning space, allowing you to capture the current and future giving opportunities to propel your program in a positive direction.

Marketing

Annual Marketing Calendar
Monthly eBlasts (Content Only)
Board and Staff Education and Availability
Printed Original Materials for Estate Planning Seminars
Pleiades On-Call

Donor Relations

2 Estate Planning Seminars/year

Professional Advisor Participation

Limited Advisor Engagement
Limited Advisor Involvement and Follow Up

Deliverables

Service Level Comparison Matrix

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Donor Relations and Moves Management

The key to any successful gift planning and major gifts of assets program is with cultivating donor relationships, planting seeds of giving impact with optimal tax savings strategies.

Helping donors give with maximum impact requires an ongoing journey with them. Our comprehensive services offer this possibility.

Planned Giving Marketing Implementation

You may know your donors, but you likely do not know who might be interested in learning more about their giving options. Marketing for current and future gifts of assets provide your donors with an explanation of tax benefits while helping you identify who is interested in learning more.

Please see Marketing Implementation Packages for more details.

Board and Staff Education and Inspiration

Your board may only make decisions based on what they know. Learning about their gift planning options may not only garner support and advocacy, your board will also discover their own options for supporting your organization.

Gift planning should be holistically integrated into all areas of individual giving. Blended giving conversations are critical to weave into the tapestry of your overall fundraising strategies.

Ongoing staff and board education is needed to help your development team to feel confident in asking for both current and future gifts.

Estate Planning Seminars

Our "turn-key" Estate planning seminars are not only an exceptional way to be in front of your most interested donors, they are critical for involving professional advisors who may help your donors complete their will or trust documents.

Structuring Gifts

American charitable tax law on both federal and state levels affords donors the opportunities to use certain "giving vehicles" to be more charitably minded. Structuring ways to give to maximize donor generosity and tax benefits is a savvy way to increase significant giving.

We offer workable solutions to complex asset concerns while using appropriate asks and gift illustrations.

Working with Professional Advisors

Working with professional advisors, including estate planning attorneys, financial advisors, accountants, realtors, and successor trustees, plays an important role in the success of your gift planning program. Rarely is a complex or estate gift given without the assistance of a professional advisor.

We strive to work with local professional advisors, as they aim to help their clients (your donors) with their charitable goals.