We create infrastructure for organizations that want to formalize their planned giving program.
We optimize your planned giving program so that it performs up to its potential.
Our consultants engage with you on an ongoing basis to guide you and improve your planned giving program.
We provide qualified appraisals for donors who terminate their income interests.
Work with our experts to ensure compliance with state regulations that apply to your organization.
Streamline the filing process and spend more time with donors.
Minimize your organization's risk and assure your CGA program's health and profitability.
