1288 Valley Forge Rd. Building 82
(800) 490-7090

Advisor Planned Giving Websites

More and more advisors are influencing their clients on charitable giving.

The above is a fact. But brace yourself. Most financial advisors and even attorneys do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving. [Our research][US Trust 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. So unless financial advisors take the initiative to seek further education, charitable planned gifts are simply not in their tool bucket.

Well, it’s time to put it in their tool bucket.

Online Educational Tools for Advisors

  • Planned giving websites written in our signature, easy-to-get language.
  • Legal expertise but advisor-centric. They’ll feel at home here.
  • 100% branded to your institution.
  • Hosted under PlannedGiving.org. The domain we own, advisors know of, and trust.
  • Easy to navigate, with the most critical information at a glance.
  • All gift plans described, with emphasis on The Big Four.
  • Why planned giving is actually good for their business.
  • In-depth FAQs financial advisors and their clients ask.
  • Video: “What is Planned Giving?”
  • Planned giving calculators and personal planning calculators.
  • Customizable pages included, with your name throughout (vs. using “nonprofit”).
  • Seamlessly integrates into your existing planned giving website.
  • Constantly updated; always current.

Building relationships with advisors strengthens your relationships with donors.

In short, everything financial advisors need to help their clients include charitable gifts as part of their estate planning goals.

Begin with teaching advisors the Importance of Planned Giving.

Only $1,995 per year. Tons of advisor-centric content. No setup fee.

Contact us at (800) 490-7090 to learn more.

(800) 490-7090

1288 Valley Forge Road Building 82 Valley Forge, PA 19460

Planned Giving Pocket Guide (buy)
 

New

Landing pages for advisors

We now have landing pages (see sample) that advisors can use on their own business website to educate their clients about planned giving and your program. Topics cover:

  • Planned giving general
  • IRA Rollover
  • Gift Annuities

Very simple and to the point. Sample.