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NONPROFITS

Our mission is to help you fulfill yours.

As a leader of a nonprofit, your plate is already overflowing with day to day operations as you implement your mission. Stepping back to focus on long-term financial, endowment and fundraising strategies can prove difficult. Randal has an uncommon depth of experience – more than fifteen years – in helping nonprofits.

We’ve helped a select group of nonprofits magnify the impact of their philanthropy by helping them manage endowed assets prudently, and by developing customized Planned Charitable Giving cultivation strategies for their donors.

  1. Manage endowed assets. Not every nonprofit has the experience or time to develop, implement and oversee an investment policy for their assets. Our team of investment professionals will develop a tailored plan for your organization based on its unique goals, objectives, budget and financial situation, by identifying appropriate investment opportunities.

  2. Increase size and frequency of planned gifts through educational workshops for your donors and prospects, showing them how to “Do well by doing good.” Topics can include advanced planning, charitable lead and remainders trusts, donor advised funds, charitable gift annuities and more. There’s no pressure, no selling, just objective advice and information. Your donors and prospects can choose to work with you directly, through their own advisor, or through us.

  3. Help donors create customized charitable giving plans to enhance their current philanthropy and take advantage of smarter giving vehicles. The goal is to maximize their gift’s impact and minimize their tax impact using estate and tax planning techniques.

For example, we recently helped an animal welfare non-profit create a magnified gift for an existing donor who was committed to making future annual contributions of a couple thousand dollars. We showed the donor how he could use his pledged annual gift to create a $250,000 planned gift of life insurance to the organization by transferring the ownership of a policy he already owned. The organization could then use the donor’s ongoing annual contributions to pay the annual premiums on this permanent life insurance policy, and the donor would receive ongoing ordinary income tax deductions for his gifts. The end result: a guaranteed $250,000.00 legacy gift payable to the non-profit at the owner's passing.

“Do well by doing good.” - inspired by Os Guiness’s, Doing Well and Doing Good: Money, Giving, and Caring in a Free Society