Consulting
Consulting services are available and may include any one or any combination of the following:
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A strategic plan for the development of a planned giving program |
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Ongoing consulting for maintenance and growth of a planned giving program |
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Personal visits with select prospective donors and their advisors |
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Preparation of effective proposals for prospective donors |
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Meetings or telephone conferences with donors or their attorneys |
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Sample legal instruments to assist the donor's counsel |
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Telephone consultations with your organization regarding a particular question or problem. |
Planned Giving Evaluations are designed to initiate or evaluate new or existing planned giving programs. An evaluation includes a "fact finding mission" of one full day at your organization to gather pertinent information from key members of your development staff and community leaders. It also includes a detailed written report.
The retainer consists of the design and implementation of a comprehensive Planned Giving Program for your organization, and includes the following:
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planned giving consultation for the development staff; |
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planned giving guidelines for your organization; |
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planned giving presentations for your board of trustees, development committee of the board, capital campaign committees and select donor groups; |
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and also planned giving seminars for attorneys, certified public accountants, certified life underwriters, certified financial planners, trust officers, and other professionals in the financial planning area. |
The most effective use of retainer time often involves visits with board members and other major gift prospects who are interested in an effective planned giving opportunity for themselves, their families and your organization.
The retainer also includes these additional services:
The development of a comprehensive plan of action to encourage planned gifts and to measure results.
The preparation of effective proposals for your donors in order to provide them with the most effective planned giving opportunities for their particular situation.
Telephone consultation regarding individual prospects, and the development of effective taxwise giving opportunities for donors who might be interested in making a taxwise gift to your organization.
Personal visits with select prospects and their advisors to suggest the most taxwise gift in their particular situation.
Sample legal instruments to assist the donor's counselors as they consider the most effective planned gift for their client.
NOTE: Fees vary. Please call to discuss your particular needs.
Do you need help understanding legalese with each tax law change? Do you ever need assistance restructuring a gift when new tax laws take effect? Do you need another creative planned gift option before that all-important visit with your prospective donor? Winton can assist you by providing help with your special problems on an hourly, as-needed basis.
Winton is available for personal visits with your capital campaign prospects and other major gift prospects in order to help them create a charitable gift plan and make the maximum possible gift to your organization.
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Please call 1-800-727-1040 or click here for more information.
© Winton Smith Jr. 2003