Solutions for Community Foundations

And Nonprofit Partners

Your goal is to help nonprofits grow by investing their money. Our goal is to help them grow by raising more money.

Philanthropy is huge these days, and with the Generational Wealth Transfer already under way, the time to act is now. Read why, according to the late Robert Sharpe, we’re in the golden age of philanthropy. This is a game changer.

Listed below are only a few of the planned giving marketing tools that we offer. Contact us to speak with a planned giving specialist for more information.

A Community Foundation is a Nonprofit’s Best Friend (article). Download PDF / white paper of article for distribution.

New for Community Foundations

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

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Reach out! We look forward to hearing from you.

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