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Solutions  >  Core Expertise  >  Planned Giving and Endowment

Planned Giving and Endowment


Why should we seek endowment and deferred gifts when current needs are so pressing?

Some nonprofits feel that planned giving and endowment are luxuries they cannot afford. We help you create a program you can easily manage. We also show you how to structure bequests and other deferred gift options in ways that strengthen relationships and raise donor sights for current-use major gifts and leadership giving.

Endowment takes many forms: pure endowment (earnings only), board-designated (discretionary reserves), term endowments (multi-year spend-down), early-activation, and more. We bring best-practice program and policy templates with proven ask strategies to shape donor legacies and ensure your sustainability.

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