Family Wealth Leadership’s Planned Giving Services can help charities:

  • Access the trillions of dollars passing to future generations in ways that benefit the charity and the donors’ family simultaneously
  • Create and help the charity implement a complete and integrated planned giving program that includes:
    • Development of goals and objectives
    • Developing a profile of donor prospects
    • Utilizing the correct legal and planned giving forms and documents
    • Providing or updating Policy and Procedural manuals
    • Assist in developing a Professional Advisory Council
    • Developing a volunteer structure
    • Establishing a measuring system for achieving planned giving goals
    • Developing and managing an endowment program when appropriate
  • Assessing the charity’s current staff and personnel to determine their qualifications and capacity to execute a planned giving program
  • Provide professional staffing until the charity can justify hiring in-house personnel
  • Educate and train existing personal and help in hiring new employees to be involved in planned giving
  • Provide education for donors to acquaint them with the myriad of giving techniques and strategies that will also benefit their family
  • Review current Board of Directors and interview key Board members
  • Develop a marketing program to identify new donors and demonstrate appreciation for existing donors through:
    • Special events
    • Community outreach
    • Continuous contact with existing donors
    • Developing a core of existing donor advocates
  • Educate donors on the benefits of planned giving for their families and the charity
  • Arrange to have legal, tax, and insurance professionals available when needed
  • Provide accounting, compliance, and tax reporting
  • Assess the software the charity is currently using and recommend updates and replacement software if appropriate. Train personnel on use of software.

Family Wealth Leadership’s Planned Giving Services helps donors’ families:

  • Save significant dollars by minimizing income taxes
  • Save significant estate and gift taxes
  • Develop giving strategies that could ensure the heirs are not unintentionally disinherited, but receive an equal or greater amount than the gift to the charity
  • Develop an ongoing giving program that can pass the family values to subsequent generations
  • Integrate a giving program with donors’ overall financial, retirement, estate, and investment planning
  • Teach children, through example and involvement, the benefits derived from “it is better to give than receive”
  • Possibly create a family foundation where children can learn and experience successfully operating a non-profit enterprise
  • Unite the family around common purposes, goals and objectives, and working as a team
  • Build trust and improve communication throughout the family
  • Experience firsthand the personal joy they can achieve by helping others
  • Involvement in team building and “boots-on-the ground” philanthropy through mission trips, volunteering, travel to less fortunate and impoverished countries and nations
  • Open children’s eyes to how blessed they are to be part of a caring family
  • Open children’s eye to how blessed they already are by being part of a caring family