PLANNED GIVING PARTNERS
CREATING LEGACIES WITH A MISSION
Planned Giving can be complex.
Planned Giving Partners (PGP) can make your organization’s Planned Giving fully customized, automated, extremely effective, and surprisingly affordable by becoming your planned giving officer.
PGP helps you create more loyal, engaged and generous donors by using little-known tax planning strategies to increase your donors’ family wealth while greatly benefitting your mission. Great for your donors, fantastic for your cause, bad for the IRS who sanctioned the techniques.
PGP brings every organization the benefit of more than 30 years’ wisdom and experience of providing technical expertise to marquis organizations and discerning families, coupled with an effective and engaging donor education program fully customized to your mission. Many organizations have seen large increases in annual donations and major giving due to the PGP-enhanced donor engagement.
THREE PILLARS OF Planned Giving Partners SERVICE
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Donor engagement is vital to your mission. And while increasing donor engagement can be meaningful, increasing connection with the right donors can be mission-changing! Planned Giving Partners works with your Development team to utilize our Donor Connection program to identify specific existing and potential donors who have: the Capacity to create a substantial legacy; the Charitable Inclination to desire to make a meaningful difference; and the Affinity to Your Mission to be inspired to support your organization long-term.
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Identifying the right potential donors is an important initial step that ultimately bears fruit when those donors are awakened to the myriad advantages to be gained by supporting your mission.
Does your donor need increased income? More wealth and opportunity for future family generations? A tax-savvy business exit? Direction toward longer-term family harmony? A meaningful impact on society?
PGP has helped scores of donors address these and other needs by benefitting the causes they care most passionately about, and we employ in-person and virtual seminars, regularly-scheduled email education pieces from your organization, and individual consultations to show your donors how to achieve similar outcomes.
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PGP’s work culminates in engagement with your Development team and your donors’ legal and financial counsel to develop and implement a strategy to launch their charitable strategies. Once implemented, PGP remains engaged to regularly review progress toward the donor’s goals, with an eye toward maximizing the effectiveness of their giving program. The process is often multi-step and multi-year
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Planned Giving is PGP’s primary focus; it can help achieve mission-changing long-term fundraising results. Partners that have applied our Donor Connection and Planning Education expertise to their Annual Giving and/or Capital Campaigns have also often achieved substantial annual revenue increases in those vital campaigns. A modest investment in PGP’s market-leading best practices can lead your mission to a tremendously outsized return in donor loyalty and additional funds.
Additional Services
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Though PGP’s pricing and processes are straightforward and easily understandable, our solutions are always uniquely tailored to the specific challenges each mission presents. PGP would welcome a conversation about addressing your unique challenges.
