Designing philanthropic strategies for charities, families, & professional advisors
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FOR CHARITIES
Gift Planning consultation to guide your organization through complex gift arrangements and identify the best solution for both donor and charity. Training to equip your development professionals to identify and facilitate more strategic planned gifts.

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FOR FAMILIES
Guidance to create a giving plan that carries out your values and complements your financial and estate plans.

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FOR PROFESSIONAL ADVISORS
Gift design that empowers your clients to achieve both their charitable and financial goals.

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