We work as a partner to non-profit organizations to help them minimize potential risk from some charitable initiatives like Charitable Gift annuities while also providing creative concepts to help them raise more money. We also help encourage donors to consider charitable donations and its tax advantages as part of their estate planning.
We invite you to a video demonstration of how to use Charitable Gift Annuities for fundraising to guarantee a profitable outcome.
There are multiple ways of creating an endowment, though doing so may not be right for every nonprofit organization. Check out our blog post to learn more.
Enhance your company’s competitiveness and corporate culture by exploring our other business services and offerings.
Every business and each family have different financial needs. However, there is a unifying goal for most of us: we want financial security.