Gift design is at the heart of gift planning.  The planner must understand the donor’s situation and objectives, evaluate the available options, and then focus on whichever one (or ones) would be most appropriate.

Our consultants have considerable depth of experience in assessing suitable alternatives and then developing and refining detailed, customized illustrations.  Indeed, the process almost always requires a measure of “back and forth” with the donor, advisors, and other relevant parties, not only to educate the donor on what is being recommended and why, but also to identify the steps necessary to implement a particular giving arrangement.  Regardless of whether a proposed gift plan is commonplace or complex, we can address both the technical aspects and the practical considerations.