About Us

For Nonprofit Organizations

We provide the Fractional Gift Planning services to nonprofit organizations:

‒ By the Donor

• Developing strategic plans that engage a donor and create a strong and enduring relationship with the organization
• Assistance in structuring and completing the most complex gifts
• Meeting with potential donors alongside organizational representatives to discuss complex and tax-wise philanthropic options

‒ By the Project

• Audit and analysis of a gift planning program to position it for success
• Developing strategic plans that build robust gift planning programs
• Educating gift officers, executive leadership, boards, and other volunteers on gift planning basics with a focus on meeting the donor’s best interests
• Seminars for donors to introduce creative gift planning concepts
• Audit and analysis of an organization’s endowment policies and procedures
• Audit and analysis of an organization’s gift annuity program
• Coaching for philanthropy office leadership and gift officers

‒ By Retainer

• All of the services listed above 
• Integrating gift planning across the organization, resulting in blended gifts that maximize donor potential and provide resources both today and in the future

For Individual Philanthropists

We assist individuals and their families in the following ways:

• Investigating various charitable entities to determine the best organization to fulfill the family’s charitable objectives
• Acting as an intermediary with nonprofit organizations to negotiate the details and implementation of a specific philanthropic gift
• Determining the best vehicles for philanthropic giving: family foundation, donor advised fund, charitable lead trust, charitable remainder trust, gift annuities, etc.
• Drafting and implementing philanthropic giving instruments
• Examining and explaining the tax implications of various giving options
• Integrating philanthropy as a method of transmitting generational family values