Planned Giving Program Launch
We create infrastructure for organizations that want to formalize their planned giving program.
Program Evaluation and Strategy
We optimize your planned giving program so that it performs up to its potential.
Continuous Guidance and Support
Our consultants engage with you on an ongoing basis to guide you and improve your planned giving program.
Qualified Appraisals
We provide qualified appraisals for donors who terminate their income interests.
Gift Annuity State Registration
Work with our experts to ensure compliance with state regulations that apply to your organization.
Gift Annuity Annual Filing
Streamline the filing process and spend more time with donors.
Gift Annuity Risk Assessment
Minimize your organization's risk and assure your CGA program's health and profitability.
