Guiding Principle
Planned Giving Partners was founded based on the wisdom contained in this manuscript (which admittedly we cannot read), but which, translated from 1 Timothy 6:17-19, states:
“Instruct those who are rich in this present world not to be conceited or to set their hope on the uncertainty of riches, but on God, who richly supplies us with all things to enjoy. [Instruct them] to do good, to be rich in good works, to be generous and ready to share, storing up for themselves the treasure of a good foundation for the future, so that they may take hold of that which is truly life.”
For PGP, planned giving is a calling, to instruct community fundraisers on how to help their donors live a fully abundant life by sharing the foundations of a great future.
The earliest known record of what we call 1 Timothy 6:17-19
PLANNED GIVING PARTNERS’ STORY
Planned Giving Partners was created to solve a dilemma. Through decades of executing complex legacy plans for discriminating clients throughout North Texas, PGP founders noted benefactors’ general lack of familiarity with the financial techniques that clearly benefitted them.
PGP was founded with a mission to bridge the divide, and help community organizations not just understand progressive legacy techniques, but to advance those techniques to thrive and greatly enhance their missions.
Steven Eisnaugle, a veteran of renowned wealth management, Wall Street investment, banking and insurance firms, founded PGP with the goal of combining those firms’ best-in-class financial capabilities with white-glove personalized service, delivered in a jargon-free manner many high schoolers would comprehend.
Who We Serve
Planned Giving Partners serves most Spiritual and Community nonprofits, with the anticipation that our activity will be directed toward your (ultra) high-net-worth patrons who will be in a position to maximize the generous tax benefits available through their support of your mission.
PGP provides tools and insights to help your development team increase their efficiency and effect. By completely absorbing your planned giving functions, PGP frees your development team to focus on annual giving, major gifts, events coordination, grant writing, and other vital fundraising activities.
PGP Business Model
Planned Giving Partners becomes your planned giving officer. PGP determines your best supporters, educates them as your organization, creates all legacy giving materials consistent with your brand, presents them to your donors and their professional advisors, handles all donor inquiries, completes all documents, and works with your custodian to receive and redeploy all contributions. More details on PGP’s services for nonprofits is found here.
In coordination with your donors’ advisors, PGP often recommends a variety of advanced legacy tools and techniques, crafted to take full advantage of generous charitable tax benefits, such as revocable living trusts, charitable remainder (or lead) trusts, charitable gift annuities, qualified charitable distributions, intentionally defective grantor trusts, irrevocable life insurance trusts, qualified personal residence trusts, retained life estates, donor advised funds, and private foundations. More details on PGP’s services for donors is found here.
Planned Giving Partners’ consistent goal is to leave your donors’ families wealthier by becoming your mission’s greatest supporters.