Advisor Planned Giving Websites

Advisors Are Influencing Your Donors About Charitable Giving.

But brace yourself. Most advisors and attorneys do not understand how planned gifts work.

That is, the people counseling your donors on how to manage their assets are missing out on an opportunity to weave estate planning into charitable giving. [Our research] [US Trust research on advisors and planned giving]

It’s not a criticism, just a fact. Why? Charitable planning is a small component of the training a commercial advisor receives. Therefore, unless one takes the initiative to seek further education, charitable planned gifts are simply not in their tool bucket.

Well, since financial, estate and charitable planning all go hand-in-hand, it’s time to put planned giving in the tool bucket.

PLANNED GIVING MARKETING TOOLS THAT BUILD TRUST

  • Advisor website 100% branded to your institution.
  • Seamlessly integrates into your existing planned giving website.
  • Explains why planned giving is good for their practice.
  • Legal expertise but advisor-centric. They’ll feel at home here.
  • Hosted under PlannedGiving.org — the domain advisors know of, and trust.
  • Major trusts covered.
  • Videos on gift plans included
  • In-depth FAQs advisors and their clients ask.
  • Planned giving and personal planning calculators.
  • Customized with your name throughout (vs. using “nonprofit”).
  • Always updated and current.
  • Designed to establish trust.

Building relationships with advisors strengthens your relationships with donors.

Are You a Financial Advisor?

Acquire charitably-minded clients.

Link to a turnkey landing page 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.

  • Engage and educate
  • Showcase how planned gifts work
  • Develop authority and trust