There are so many possibilities when considering a planned gift. Do I make an outright gift? Do I establish a designated fund to serve the causes near to my heart? Do I start a scholarship or contribute to one that already exists? Where is the greatest need? Where can my money be most impactful?
With the expertise of the Foundation, these conversations are fun and allow donors to dream about the impact their life’s work will have.
We are happy to join you and your client when starting the planned giving conversation. Just give us a call.