Review hypothetical scenarios with planned giving terms clearly explained
Relatable examples of giving vehicles will be made clear
Learn how to give wisely from their balance sheet
In lieu of writing a check, planned giving donors will be invited to consider other assets
Receive a complementary 1:1 consultation to discern:
What causes they are passionate about
The family dynamics
If they would like to move forward with a written plan to support their charity
Understand how their executive compensation awards can be used for planned giving
Options vested and exercised for charity
Learn how to support overhead, critical needs or programs that promote self-reliance
Supporting a charity in a passionate and strategic manner
