Meet the Real-World Needs of Your Donors
Planned Giving Strategies® works in partnership with nonprofit organizations to magnify the impact of your resources. Your donors want to do more that matters, but often don’t know where to begin. Our fresh ideas and tools help organizations talk with donors about legacy giving and designating planned gifts to the causes they cherish.
Cost Effective Consulting Services
> On behalf of your organization, we conduct donor meetings and close gifts
> Behind the scenes assistance, or a second opinion for development professionals working with a donor’s complex philanthropic plans
> In-person support and investment advisor hotline
> Presentations that illustrate and simplify complicated issues when working with high net worth donors
Educate + Motivate
Planned Giving Strategies® is the delivery arm for presentations that inspire legacy giving.
Do More That Matters®
This inspiring presentation wowed audiences in Las Vegas, Boston, New York, Chicago, Philadelphia, and beyond.
Many people have excess wealth, but live and plan as if they don’t. They want to give, but aren’t sure what’s best. Organizations that show people how to preserve and grow wealth and build a living legacy empower and inspire them to LIVE MORE and GIVE MORE.
Based on the book, Do More That Matters® by Greg Hammond and Ron Ware. 45-90 minutes, author book signing, invitation system, social media and blog posts to promote the event.
“It’s time to advance from success to significance. Your life can be a ‘living legacy’. Greg and Ron will be your guide and this book is your manual to a life of purpose, valuable contribution and soulful reward–a life you can be proud of.”
– DARREN HARDY Publisher & Founding Editor of SUCCESS Magazine and New York Times bestselling author of The Compound Effect. Learn More
Most people agree that True Wealth is more than money. When you think differently and plan wisely, you can identify your true wealth and do what matters most to you personally. True Wealth gives you a fresh perspective so you can create a roadmap that positively affects your own life, your loved ones, and your community.
60-80 minutes (Includes a 30+ page workbook) Learn More
More for Heirs and Charity, Income Tax Reduction, Estate Tax Elimination
Today, charitable organizations are challenged to do more with less. Imagine the impact of redirecting inheritance dollars that otherwise would be allocated for government taxes to organizations that are making a real difference. For nonprofit leadership teams trying to motivate people to give more substantially, this presentation gets the conversation started and helps your organization connect with affluent donors.
60 – 90 minutes (Q & A and private donor meeting option) Learn More
Learn about The Planned Giving Toolbox™ for Development Professionals
© Planned Giving Strategies® 2018. (800) 416-1655