Planned gifts are among the largest contributions charities receive. They provide donors with the opportunity to leverage their giving and make significant gifts that are substantially greater than they could possibly imagine compared to outright cash donations.
Are You Missing Out On The Immense Potential To Endow Your Mission?
Despite the potential to raise significant philanthropic capital via planned gifts, there are many non-profit charities that do not effectively utilize this powerful fund raising strategy--they may not have a planned giving program, an understaffed program, a poorly performing program, and/or an unintegrated program. As result, they are missing out on the immense potential for planned gifts to endow their missions.
Adopting a planned giving program that is a strategic, consistent, and integrated part of your development strategy will dramatically increase the volume of planned gifts your charity receives and strengthen your ablity to carry out your mission.
Moving Your Program to the New Heights
Our highly qualified and seasoned staff have over 20 years of experience in the charitable planned giving field and have helped charities secure millions of dollars in planned gifts as well as assisted individuals in making well informed, heartfelt, financially appropriate planned gifts to their favorite charitable causes. Whether your organization is just starting out with planned giving or has had a program in place for many years, we can assist you in moving your program forward to new heights of productivity.
Help Your Clients Create Their Personal Philanthropic Legacy
Would your clients find it valuable to learn how they can make a gift that is perhaps hundreds of times greater than what they have made or can make during their lifetime without adversely affecting their lifestyle or heirs’ inheritance?
We work with you to provide your clients expert charitable gift planning consultation with the objective of assisting them make well-informed, heartfelt, taxwise and financial appropriate planned gifts in coordination with your professional recommendations and planning.
The Occhipinti Group 
