The Charitable Partners Program
Supporting Charities and Donors in Planned Giving
In the simplest terms, our Charitable Partners Program was developed to demystify planned giving. While most people feel they understand what it is and how it's working for their organization, our experience has shown that most charities aren't reaping the maximum benefits of a planned giving program nor are they utilizing the full range of options that are available to them.
Through the Charitable Partners Program, we work with you, augmenting what is currently working in your program with customized solutions that can increase your level of success in the short term, for long term gain. We offer more information, more creativity, more results, more control and more personalized planning. We help shape and simplify your planned giving program and make it easy while still allowing you to maintain control and meet your donor’s wishes.
While we work closely with charities to help them achieve their financial goals, our focus is on fulfilling and respecting the wishes of donors – their wishes for the charity, their family and their own financial security. Our donor and charity agreements clearly state that we only discuss planned giving with donors. We have no interest in their personal investments or insurance needs. We are specialists, focused and experienced.
Our Charitable Partners Program will help your organization:
1. Raise money today and tomorrow. We have a number of donor focused strategies that help you raise money in the short term for long term prosperity.
2. Maintain complete control. We do not want to see your donor list and are only involved at your discretion.
3. Get the specialized expertise you need, when you need it – marketing, planned giving, tax and legal.
4. Feel confident with signed charity agreements.
5. Enhance and solidify donor relations.
6. Eliminate the risk of referral arrangements.
We offer 3 levels of agreements:
1. Complete Campaign Partnership – we aid in building your vision, your objectives, a complete branded marketing plan, donor meetings and more.
2. Project Specific Partnership – we assist in the development and execution of specific planned giving projects such as seminars, newsletter contributions, mail outs and identified donor meetings.
3. Consulting Partnership – we can work with employees to educate them on planned giving and the opportunities with donors. We are also available for donor meetings and questions.
We truly are here to help. And remember, all our services come at no cost to either the charity or the donor.
To discover what level of relationship within the Charitable Partners Program works best for your organization, simply contact us to arrange a confidential, no-obligation visit.