How we help donors
When it comes to giving, many people want to make a difference but aren’t sure how to maximize their impact. That’s where we come in.
We Start with Education
Did you know that some of the most common ways to donate—like cash or credit card donations—are also the least efficient?
We help donors understand why these methods might not be the best choice and introduce smarter, more impactful alternatives.
Let’s Talk About Better Options
There are ways to give that benefit to both you and the causes you care about.
Here are a few we recommend:
Marketable Securities: Donate stocks instead of cash to save on taxes and give more.
Flow-Through Shares: A strategic option for major tax savings.
Life Insurance: Leave a legacy without impacting your current financial situation.
These methods not only reduce your tax burden but also allow you to contribute in ways that create a bigger impact.
Making Giving Easier and More Meaningful
Imagine combining an immediate gift today with a long-term commitment for the future.
That’s the power of blended gifts—supporting the causes you love now while ensuring their sustainability for years to come.
And then there are legacy gifts, which are about leaving something behind that truly matters. They’re not just financial contributions—they’re a way to be remembered for what you stood for.
Coaching You Through the Process
We’re not just here to explain your options. We work alongside you, helping you:
Stretch your giving further.
Turn every dollar into an exponential impact.
As “legacy processing consultants,” we even find ways to share additional proceeds with the charities you support. It’s a partnership that benefits everyone.
Helping Charities Thrive
It’s not just about helping donors.
We know charities face challenges—limited staff, tight budgets, and growing needs.
That’s why we also guide them on how to:
Operate more efficiently.
Fundraise more effectively.
Why It Matters
At the end of the day, it’s all about creating lasting change.
We believe giving should feel good, make a difference, and align with your values.
Together, we can ensure your generosity not only makes an impact today but leaves a legacy for tomorrow.