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Specialized Services
The Planned Giving Company provides a number of hard-to-find specialized services at discounted rates to our clients through a select group of strategic partners.
Hassle-free Real Estate Acceptance Service
Stop hiding under your desk when you are offered a gift of real estate, art or other non-cash assets. Use our low-cost, risk-free, and hassle-free gift acceptance service. For a fee of 1%-3%, we’ll handle everything from A-Z. Just sit back and leave the driving to us and keep your institution out of the chain of title. We can even help you process real estate and other non-cash assets into a charitable remainder trust. Provider Partner: Charitable Solutions, LLC.
Gift Annuity Administration
If you are just starting a gift annuity program or have a small pool (less than $3 million), use our no-hassle Gift Annuity Administrative and Investment Service. Using our specially-constituted foundation, you can offer gift annuities in 40 states with no delay. We can manage all aspects of your gift annuity program, including compliance, registration, administration, investment, and risk management. Provider partner: Charitable Solutions, LLC.
Gift Annuity Risk Management Service
If you are worried about taking on the risk of a large gift annuity, or want the immediate use of the principal, we can help you reinsure the annuity at the lowest possible rate. If you have a large gift annuity pool, we can perform a comprehensive audit of your pool and provide detailed recommendations to improve the health of your pool and manage future risk. Provider Partner: Charitable Solutions, LLC.
Major Donor Philanthropic Advisory Service
Help your high net worth donors plan and optimize their gifts to your institution. Provide them with sophisticated financial, estate, and charitable gift planning services through our Philanthropic Advisory Service. Provider Partner: Creative Financial Group/Planned Giving Advocates
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