Advisors Are Influencing Your Donors About Charitable Giving … and most are leaving a critical source of funding out of their conversations.
Why? Because most advisors and attorneys do not understand how planned gifts work.
And that means the people counseling your donors on how to manage their assets are also missing out on an opportunity to weave estate planning into charitable giving. [Our research] [US Trust research on advisors and planned giving]
Charitable planning is just a small component of the training an advisor receives. Therefore, unless an advisor takes the initiative to seek further education, planned gifts are simply not in their tool bucket — and that’s a problem for nonprofits and donors alike.
That’s why we’ve developed Planned Giving Websites for Financial Advisors.
Here’s what you can look forward to:
Integrate the LegacyOrganizer™ into your planned giving website and advisor website. They work hand in hand to motivate legacy gifts.
Link to a turnkey landing pages developed just for you to educate charitably-minded clients about planned giving and your practice. Branded with your logo and colors. Contact us for more details on how to receive:
Do you advise or serve on the board of smaller charities? Deliver a planned giving microsite as a gift!
Contact us at (800) 490-7090 for more information.
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460
Copyright 2023 © PlannedGiving.Com
