Planned Giving 

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.

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.