Managing Your Program

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.
Gift Annuities

Gift Annuity State Registration
Work with our experts to ensure compliance with state regulations that apply to your organization.

Gift Annuity Risk Assessment
Minimize your organization's risk and assure your CGA program's health and profitability.