• Home
  • Our Services
  • About Us/Contact Us
  • More
    • Home
    • Our Services
    • About Us/Contact Us
  • Home
  • Our Services
  • About Us/Contact Us

Gift Planning Program Optimization

Strategic Plans

Policies & Procedures

Strategic Plans

  • Multi-year planning
  • Planned gifts in campaigns
  • Blended gifts


Learn more

Assessments

Policies & Procedures

Strategic Plans

  • Gift planning program assessment
  • Charitable gift annuity program assessment


Learn more

Policies & Procedures

Policies & Procedures

Policies & Procedures

  • Fundraising and endowment policy and procedure assessment and enhancement



Learn more

Training and Coaching

Leadership

Gift Officers

Gift Officers

  • Board governance best practices implementation
  • Seminars on gift planning basics 
  • Coaching for philanthropy office leadership

Learn more

Gift Officers

Gift Officers

Gift Officers

  • Team training
  • Coaching for individual gift officers




Learn more

Donors

Gift Officers

Donors

  • Seminars to introduce creative gift planning concepts




Learn more

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

Phone: (614) 563-4244 Email: joebull@philanthropyadvisorycounsel.com byeager@philanthropyadvisorycounsel.com

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Copyright © 2020 Philanthropy Advisory Counsel LLC - All Rights Reserved.

Powered by

Congratulations, Joe!

In October 2025, Joe Bull was inducted into the National Association of Charitable Gift Planners Hall of Fame! CGP Board Chair Trina Olidge presented the award.

Read all about it