Planned Giving 
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Make sure your organization is getting its fair share of the trillions of dollars of wealth to be transferred over the next few years in Wills.

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If you’re just thinking about starting a Legacy program or just want to try something new to grow your program, you’re in the right place!

 

We conduct planned giving audits, create a multi-year strategy, or compliment your existing program.  Our program is designed to educate, promote and grow the number of people interested and committed to leaving a gift in their will to charity. We are excited to see so many bequest intentions after several successful campaigns for our clients.