|
Services
Professional Support
With the Planned Giving Company®, technical support is just a call away. Our planned giving officers can help you with absolutely anything related to your planned giving program. No retainers. No complicated billing schemes. Just good old-fashioned service billed by the hour.
We can help you set up your planned giving society, establish gift acceptance policies, and locate investment advisory and administrative services. We can provide you with gift illustrations within hours, participate in donor discussions, generate gift annuity contracts, and facilitate almost any kind of planned gift. We even have specialists in real estate, art and antiques. And, for those times when legal expertise is required, we partner with one of the top charitable gift planning attorneys in the U.S.
The Planned Giving Company® is building a regional network of top-flight planned giving specialists to deliver our services locally and to provide you with the very best in technical support. (Click here for our current list)
Services include:
- On-site program evaluation
- Gift illustrations and proposals
- Gift processing and valuation
- Marketing plans
- Endowment campaign support
- Board training and presentations
- Key donor visits
- Gift annuity state registrations and compliance monitoring
- Custody and investment placement and evaluation
- Bequest society evaluation and support
- Customized newsletter copy
|
