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Gift Planning Program Optimization

Strategic Plans

Policies & Procedures

Strategic Plans

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


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Assessments

Policies & Procedures

Strategic Plans

  • Gift planning program assessment
  • Charitable gift annuity program assessment


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Policies & Procedures

Policies & Procedures

Policies & Procedures

  • Fundraising and endowment policy and procedure assessment and enhancement



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Training and Coaching

Leadership

Gift Officers

Gift Officers

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

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Gift Officers

Gift Officers

Gift Officers

  • Team training
  • Coaching for individual gift officers




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Donors

Gift Officers

Donors

  • Seminars to introduce creative gift planning concepts




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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

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