Planned Giving Partners Services

Your Goals are OUR Goals

Our Team becomes YOUR Team

  • PGP identifies and contacts your donors as your planned giving officer to educate them on the wealth benefits of more generously supporting your mission.

  • The PGP Help Desk is designed to answer charitable gift and administration questions, work with your donors’ allied professional advisors, and assist your organization in implementing your program.

  • Your Organization will receive department activity, donor activity and gift reports that track program progress.

  • PGP will conduct education classes for your organization in order to equip development staff and or designees in identifying Legacy Giving opportunities and increasing knowledge of giving tools and techniques.

  • PGP will assist your organization in creating and implementing a branded Legacy Society to maintain contact with donors who make Legacy gifts.

PGP Provides Your Organization

  • The Donor Help Desk is designed to answer Donor’s planned giving or charitable financial planning questions and prepare gift proposals for the donor’s benefit.

  • PGP will prepare unlimited gift proposals (Charitable Gift Annuities, Charitable Trusts, Bequests, Donor Advised Funds, etc.) for your Donors.

  • Legacy giving presentations will be conducted each program year. Donors are invited to attend to receive educational information and learn about unique giving strategies that can impact your organization and their family!

  • PGP will conduct individual, confidential planning appointments with prospective organization donors and their allied professional advisors.

PGP Provides Your Donors

SPEAKING AVAILABILITY

Planned Giving Partners earnestly believes that financial and life decisions based on a foundation of solid education result in the most advantageous outcomes. PGP takes pride in an ability to present complex topics in a thorough yet easily understandable manner. PGP can speak to your group or donors on the following topics:

For Organizations

    • Baby Boomers and planned giving: A very special generation or just typical old people?

    • New results from 360 years of national data on charitable bequest gifts

    • Top 10 charitable financial planning strategies for advisors: Helping your clients and your business with charitable planning

    • 2000-year-old best practices; The science and the scripture of effective major gifts fundraising

    • Encouraging Biblical generosity

    • Top 10 lessons from major gifts fundraising for churches and Christian ministries

    • Fundraising metrics are the worst! (And how to fix them)

    • Gifts of wealth and the psychology of the transformational donation

    • How to make an EPIC fundraising ask: The story principles of successful major gift requests

    • Top 10 legacy fundraising strategies from scientific research: National data & results from the lab

    • Using behavioral science in fundraising communications: What experimental research tells us about the right words and phrases

    • Wills that won’t: A 25 year national study of charitable planning additions, deletions, and ultimate estate transfers

    • You’re in the will! Now what? Strategies that lead to larger legacy and lifetime gifts

For Donors

    • Tax-Efficient Investing Strategies; How Smart Investors Grow Wealth and Shrink Their Tax Bill

    • Strategic Asset Allocation: Definition, Examples, and Why It’s the Blueprint of Smarter Investing

    • Can AI Pick Stocks? What HNW Investors Should Know in 2026

    • How the Rich Stay Remembered: Legacy Planning That Works

    • How AI-Augmented Wealth Management Is Changing Planning for HNW Families in 2026

    • Can AI Draft Your Will or Trust? What HNW Families Should Know in 2026

    • 5 Pillars of Personal Finance and How to Master Each One

    • 5 Bad Financial Habits to Break for a More Secure Future

    • Demystifying Bitcoin: Insights from Financial Experts

    • How to Pick the Right Financial Planning Firm and Advisor

    • How to Protect Your Money from Scammers This Holiday Season

    • Retirement Planning: Your Step-by-Step Guide to a Worry-Free Future

    • Retirement Planning Strategies for the Self-Employed

    • Roth Conversion Strategies for HNW in 2026: Optimize Taxes and Maximize Legacy Under OBBBA

    • Social Security Quick Facts: Strategies for Optimizing Your Benefits

    • Top 5 Retirement Regrets and How You Can Avoid Them

    • Trump Acct, 529, UTMA/UGMA, Savings or IRA… Which is Best for Education Funding?

    • Charitable Giving Strategies in 2026: Bunching, DAFs, QCDs, and the New 0.5% AGI Floor

    • How to Minimize Taxes in Retirement, A Practical Guide to Keeping More of Your Money

    • Keep the Fortune, Cut the Tax Bill, High-Level Strategies for Wealthy Families

    • What Your Tax Return Is Really Telling You: A Post-Tax Season Reset for High-Income Earners

    • Why High Earners Still Overpay Taxes and How to Fix It

    • Dynasty Trusts: How Perpetual Trusts Preserve Wealth for Multiple Generations

    • Family Limited Partnerships for HNW Families

    • How a Spousal Lifetime Access Trust (SLAT) Can Protect Your Wealth and Provide Financial Flexibility

    • Intentionally Defective Grantor Trusts (IDGTs): The Secret Weapon for Long-Term Wealth Transfer

    • ‍Living Trust vs. Will: Which Estate Planning Tool Protects Your Legacy Best

    • Should You Consider a Charitable Remainder Annuity Trust?

    • Special Needs Trusts: A Comprehensive Guide for Families

    • Tax-Efficiently Transfer Wealth with a Grantor Retained Annuity Trust (GRAT)

REACTIONS…

Though we (I) think of Planned Giving Partners for charitable giving, they provide expertise in a wide range of financial matters, and have a large menu of timely topics they present to groups. The several they have presented to our parents have been very informative, entertaining, and well-received, and have given us the chance to re-engage with many who had gone dormant.

- Cynthia, Private School Director of Development

As an advisor focused on investments and insurance, it is great to partner with a team that provides technical expertise and client guidance without the specter of moving away our assets under management. Planned Giving Partners is truly collaborative, cares about our clients, and is deliberate in positioning our firm as a top-notch partner.

     Scott, Financial Advisor

I was pleased to discover that my church could offer a creative way to donate my unneeded IRA RMD’s in a manner that benefits the church, leaves my family more prosperous, and avoids Medicare IRMAA surcharges. I wish I had known this strategy years ago when my RMD’s began.

Thomas, Church Donor

Planned Giving Partners clearly lays out the Biblical basis for our most financially-blessed members to truly take hold of a great life by sharing in good works. PGP has removed our staff’s stigma of seeking major asset gifts by clarifying that it is not just Biblically blessed, but clearly beneficial to our congregant donors.

     Robert, Senior Minister

Yes, PGP focuses on mission-changing donations. Equally valuable to us, though, is their disciplined process of donor outreach and education, handling all legacy-related marketing, donor inquiries and phone calls. Their increased donor engagement has resulted in far greater annual giving.

Meredith, Nonprofit Development Director

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