Gift Planning Program Optimization
Strategic Plans
Policies & Procedures
Strategic Plans
- Multi-year planning
- Planned gifts in campaigns
- Blended gifts
Assessments
Policies & Procedures
Strategic Plans
- Gift planning program assessment
- Charitable gift annuity program assessment
Policies & Procedures
Policies & Procedures
Policies & Procedures
- Fundraising and endowment policy and procedure assessment and enhancement
Training and Coaching
Leadership
Gift Officers
Gift Officers
- Board governance best practices implementation
- Seminars on gift planning basics
- Coaching for philanthropy office leadership
Gift Officers
Gift Officers
Gift Officers
- Team training
- Coaching for individual gift officers
Fundraiser Support
Donor Engagement
Donor Engagement
Donor Engagement
- Develop plans for individual donors to create a strong and enduring relationships with the organization
Complex Gifts
Donor Engagement
Donor Engagement
- Coach gift officers to structure and complete the most complex gifts
Donor Meetings
Donor Engagement
Donor Meetings
- Meet with potential donors alongside organizational representatives to discuss complex and tax-wise philanthropic options
Philanthropic Family Advice and Counsel
Research
Gift Implementation
Gift Implementation
- Investigate charitable entities to determine the best organization to fulfill the family’s charitable objectives
- Explain the tax implications of various giving options
- Determine the best vehicles for philanthropic giving
Gift Implementation
Gift Implementation
Gift Implementation
- Act as an intermediary with nonprofit organizations to negotiate the details and implementation of a specific philanthropic gift
- Draft and implement philanthropic giving instruments
Family Values
Gift Implementation
Family Values
- Integrate philanthropy as a method of transmitting generational family values
Contact Us
Send us a message and tell us more about your gift planning goals and needs. We will get back to you soon to schedule a conversation.
Philanthropy Advisory Counsel LLC
(614) 563-4244 joebull@philanthropyadvisorycounsel.com byeager@philanthropyadvisorycounsel.com
