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Planned Giving and Endowment
Why should we seek endowment and deferred gifts when current needs are so pressing?
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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.