Institutions

Institutions can secure a sustainable future through a legacy giving program

• With institutional leaders and boards identify readiness to launch a legacy giving program

• Customized  program development for small to large institutions, new or established

• Design and build a legacy giving program or campaign

• Interim gift planning director for an institution

• Consult as a gift planning specialist with institutional clients and prospective donors for information and solicitation

• Presentations or training for volunteer and staff groups

Individuals

Individuals who are philanthropically inclined can ensure their favorite institutions have solutions and resources to continue their essential work in the future through legacy gifts. 

• Partner to identify and design a personally inspired, values-driven philanthropic legacy through charitable planning

• With individuals and their professional advisors, identify best solutions for philanthropic direction

• Guide individuals who want to make transformational gifts to charities and are not sure where to begin

• Serve as a sounding board and identify solutions to aligning individual personal philanthropy with the causes they care about most