Welcome...
We are the outsource resource that complements your in-house Development Team with Planned Giving expertise! With each of our team members having over 20yrs of individual experience, we are licensed in Texas as registered investment advisors, securities principals and insurance agents. Our group also includes certified fundraising executives, certified association executives, attorneys who specialize in tax and securities law and certified special event and meeting professionals. We are ready to join you and your team as you assist your Donors in making the most important giving decisions in their lifetime and beyond.
What is Planned Giving?
Planned giving, sometimes called deferred giving, has traditionally been thought of as gifts individuals make near the end of their lifetimes. Although many planned gifts do involve wills and estates, they can and should be set up any time. Instead of focusing on age, the emphasis is more accurately placed on the word “planned,” indicating the detailed thought and planning required to set up the donation and how it will be managed over time.
There are many kinds of planned gifts. Usually a development program will focus on the immediate need...or think that planned giving options are just too hard to arrange with limited in-house resources...or that planned giving is nothing more than simple wills and bequests that may or may not materialize in the future. Instead, planned gifts are at the very top of the giving pyramid and can secure your entire development plan both now and in the future.
 | OUTRIGHT GIFTS
Gifts of Cash
Appreciated Securities
Gifts of Real Estate
Gifts of Business Interests
Gifts of Partnership Interests
Gifts of Artwork & Collectibles |
LIFE INCOME GIFTS
Pooled Income Fund
Charitable Gift Annuities
Deferred Gift Annuities
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts
Charitable Lead Trusts
Retained Life Estates
Charitable Bargain Sales
Donor Advised Fund |
ESTATE GIFTS
Bequests
Retirement Plans
Life Insurance
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Emerging Marketplace:
"There is an increased focus from the nonprofit community on planned gifts," says H. King McGlaughon Jr., professor of philanthropic studies at The American College in Bryn Mawr, Pa.
The reality of the marketplace also is fueling the growth of planned giving, says McGlaughon.
"The number of Donors is relatively finite," he says, "and as you ask that finite number of Donors to give an increased total amount of gifts, you have to start looking at assets and gift strategies that allow the same donor to give more assets than he has in the past."
While planned giving "to many people still connotes gifts at death," says Bryan Clontz, president of Atlanta consulting firm Charitable Solutions, "the planned-giving field over the past five years has done a much better job of creating more opportunities and capturing more assets for major gifts."
Integrated Development:
Driven by growing awareness of "philanthropic motive" or "values," and escalating goals for capital campaigns, planned giving is becoming more integrated into philanthropy, prompting greater collaboration within charities and with Donors, professional advisers, consultants and financial-services firms.
To be more effective, for example, fundraising programs "are moving away from silo-based donor relationships to a more seamless integration of major-gift and planned-gift marketing," says Mike Page, director of planned giving at the University of North Carolina at Chapel Hill.
Charities also are finding that the best way to serve Donors and address organizational needs is to focus on Donors' values.
"When you're dealing with people one on one, you look at the bigger picture and come up with a strategy for the individual," says Jane Rae Bradford, director of gift planning at Carnegie Mellon University in Pittsburgh.
"You become part of the family," she says. "You end up being part of the advisory group around the donor."
So in talking to Donors about supporting current operations, fundraisers also should prompt them to start thinking about even larger gifts in the future, and encourage them to remember the charity in their will or estate plan.
Outsource Team Approach:
Nonprofits also can contract out the job of managing the investment or administration of planned gifts.
"The investment strategy for an endowment is very different than the investment strategy for an 85-year-old or 65-year-old because you're basing it on life expectancy," she says. "They may need money more often, or more of it."
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