Position Your Nonprofit to Receive Large Planned Legacy Gifts
Beyond the Donation Button
How much more could your organization achieve if you had a way to receive long-term
funding from donors seeking to give deferred gifts as easily as possible?
• No cost to nonprofits
• No contracts required
The Greatest Wealth Transfer in Human History is Upon Us—Are You Ready?
$30 trillion in assets will pass from boomers to their heirs and people are looking to innovate on traditional models of giving that are failing according to Forbes and Philanthropy experts.
Most nonprofits are only offering a Donation Button to their donors because capturing planned gifts requires substantial investment in staffing or contracting with services to process these gifts.
WE’RE CHANGING THAT!
Leveraging Technology
The technology we created has been processing estate plans for attorneys and trans- ferring charitable bequests to nonprofits for over three decades AT NO COST TO THE NONPROFITS.
While this has worked when we were involved, it was still a high-tech solution serving a problematic traditional model. We knew nonprofits were losing the greater percentage of their large ticket donations due to the open-ended costs of securing professional services. Likewise, fiduciaries were failing to set up donations as irrevocable, resulting in well- intentioned gifts being gobbled up before they could get to the nonprofit.
Disrupting the Traditional Gift Giving Industry
Today, by leveraging our processing platform and modern technology, we’ve assembled a team of licensed professionals, experts and strategic partners including a Corporate Trustee, who now serve non- profits and their donors directly with no middlemen, keeping your organization central to the process. It’s like having a Planned Giving Department without any fees, investment or contracts for your organization. Savings are passed on to donors who are more likely to contribute when the cost barriers are reduced. The result is a better product, service and experience.
Begin Messaging the Benefits of Legacy Giving & They Will Come!
No matter the size of your organization, or whether you have planned giving employees or not, you can now say “YES” to these types of gifts. We will even provide verbiage you can add to your website, social media and printed resources.
When potential donors respond, we will conduct a phone or video interview and begin the online process. We create a custom estate plan which takes days not months, convey- ing their gifts to your organization while protecting the rest of the family’s assets from probate.
Charitable Remainder Trusts
A sea of potential donors exist who have highly appreciated assets such as stocks, bonds, real estate or businesses that, if donated correctly, could solve many of their retirement income and capital gains tax issues. They are looking for an organization that can process this type of gift as inexpensively and easily as possible.
Typically conveyed through an irrevocable Charitable Remainder Trust (CRT), these gifts make up some of the largest donations given to charities, Sadly, most nonprofits have not been able to take advantage of these gifts UNTIL NOW!
We work with your donors efficiently to convey an irrevocable, deferred gift that allows them to take full advantage of IRS tax deductions while enjoying a stream of income from the deferred gift. In many cases we can even replace the gift value to their heirs so that everyone wins.
Because of its irrevocable status, your organization can make future plans based on being the named beneficiary of the incoming gift.