We are available to meet directly with donors to discuss their gifts. We closely monitor and research issues and trends in planned giving. We advise clients on technical questions relating to the investment, administration, and taxation of planned gifts. We also provide comparative data so that clients can benchmark their programs against other successful programs. The information is understandable and communicates the quality of stewardship.
Donors know and understand how their trusts are being invested.
Our management oversight reports allow staff and trustees to monitor the growth of their planned giving program, assess risk, and understand the real value of their planned gifts. We provide actual performance and asset allocation information at both the program and the trust level. Demonstrated Knowledge and Expertise Successful planned giving programs require a team effort that brings together the best skills and knowledge available in the field. Every employee of the firm is focused on planned giving. Our senior staff members have experience as planned giving officers, investment officers, and trustees and are directly involved with clients.