Supporting the Community With Philanthropic Consulting
Services
I specialize in philanthropic consulting, offering vital guidance for those looking to create a meaningful, long-term giving strategy. Whether your interest in giving stems from personal passion or as an integral part of wealth management, we are here to support and guide you every step of the way.
For Individuals and Families 1,2,3
For Additional services see below
For Non-Profits 4,5,6,7
Initial Consultation
One-hour initial meeting in person or via Zoom to discuss what matters most to you including your vision, giving history, what you would like your philanthropic future to look like and the causes you care about.
Engagement (A Philanthropic Plan)
Clients will benefit from a comprehensive philanthropic plan including holistic advice and coordinated strategies to achieve your goals. We will address the following:
Review of Existing Philanthropic Plan
Do you have the right philanthropic plan in place? Have you outgrown your existing one? Have your needs or interests change?
Introduction to Fundraising and Planned Giving
This two-hour PowerPoint presentation designed to give board members a general understanding of charitable giving vehicles.
Understanding Life Insurance for Nonprofit Organizations
Life insurance can make some of the largest gifts to nonprofits.
How to Collaborate With Professional Advisors
Most large or complex gifts involve other professional advisors and collaborating with them is essential.
Five Week Program
This five-part, ten-hour comprehensive program includes Understanding Gift Planning Vehicles, Collaborating with Professional Advisors, Understanding Life Insurance as a gift, Gifting Real Assets and more.
For Individuals and Families
Initial Consultation
One-hour initial meeting in person or via Zoom to discuss what matters most to you including your vision, giving history, what you would like your philanthropic future to look like and the causes you care about. How can you efficiently and effectively reach your philanthropic goals.
Price Free
Engagement (A Philanthropic Plan)
Clients will benefit from a comprehensive philanthropic plan including holistic advice and coordinated strategies to achieve your goals. We will address the following:
For Individuals
Review of Existing Philanthropic Plan
Do you have the right philanthropic plan in place? Have you outgrown your existing one? Have your needs or interests change? Is your plan making a difference? These are some of the concerning questions philanthropists have after their plan has been in place for a number of years. This service is a comprehensive review of your existing philanthropic plan to let you know what it is exactly, is it efficient, is it effective or is there a better alternative today.
Priced on a case-by-case
For Development Professionals and Nonprofit Boards
Introduction to Fundraising and Planned Giving
This two-hour PowerPoint presentation designed to give board members a general understanding of charitable giving vehicles (CRT, CLT, Donor Advised Funds, Private Foundations, Gift Annuities, Life Insurance)
The purpose of the course is, not to make them experts, but to teach enough for them to recognize opportunities in their communities and refer potential donors to the development professionals of their organization.
Price $500*
Understanding Life Insurance for Nonprofit Organizations
This two-and-a-half-hour program is designed for Development Professionals. Life insurance can make some of the largest gifts to nonprofits. The program offers a complete understanding of how life insurance works and how to uncover large planned gift opportunities. The program includes several PowerPoint case studies as examples. The program is open, at no extra charge, to up to six individuals of the same organization.
Price $500*
How to Collaborate With Professional Advisors
This program is designed to increase your effectiveness on closing large gifts. Most large or complex gifts involve other professional advisors and collaborating with them is essential. Successful Development Professionals have the knowledge and communication skills to work on the same side of the table as these advisors. Gifts such as business interests, art, real estate, collections, royalties, etc. The program is open, at no extra charge, to up to six individuals of the same organization.
Five Week Program
This five-part, ten-hour comprehensive program is designed to educate development professionals on the following:
Week 1 In-depth Understanding Charitable Gifting Vehicles
Charitable Remainder Trusts
Charitable Lead Trusts
Donor Advised Funds
Private Foundations
Week 2 Collaborating with Financial Professionals
Attorneys
Financial Advisors
CPA’s Insurance Agents
Week 3 Understanding Life Insurance for Nonprofit Organizations
Understand how life insurance works
Prospecting ideas for Life Insurance opportunities
Case Studies
Week 4 Gifting assets
Real Estate, Art, Collections, Business Interests etc.
Week 5 Review
Review all the above
Prospecting ideas
In addition, by attending this program I am available as a resource to your organization on future opportunities to answer questions and share ideas. The program is open, at no extra charge, to up to six individuals of the same organization.
Price $1500 *
*Does not include travel expenses over 100 miles from Saratoga Springs NY
For More Information Contact Me
Additional Services
Family Office Services
My strategic partner, Sage Hill Family Office oversees family legal, financial, legacy, and relationship matters. My experience is that they do so in an objective, thoughtful, and results-oriented manner.
Life Insurance Services
· How much Life Insurance Do I Need?
· Life Insurance Policy Review
· Buy – Sell Life Insurance
· Premium Financed Life Insurance
· Private Placement Life Insurance
· Wealth Replacement Trust Life Insurance
· Key Man Insurance
· Sell Your Policy
· Whole Life / Universal Life / Variable Life / Term Life
For your life insurance questions please contact me for a free consultation.
Charitable Remainder Trust Secondary Planning
· Have you outgrown the need for the income generated from the Charitable Remainder Trust (CRT) that was set up years ago?
· Have you considered selling your interest for a lump sum?
· Or, have you considered a tax-free exchange to add your children and grandchildren as income beneficiaries?
CRTs are irrevocable but most people don’t understand the full range of options available to them. For example, if you are looking to exit your CRT and receive a lump sum, in lieu on the lifetime income, you might think about selling your interest income in the secondary market to a third-party buyer.
Another option is to do a CRT Rollover meaning that you can use the lump sum to fund a new CRT to benefit your children or grandchildren as income beneficiaries.
If you would like a complementary review of your current Charitable Remainder Trust, including an analysis showing what you could receive as a lump sum or an illustration of an exchange to benefit your children, grandchildren, please contact me
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We also offer our clients general legal counsel to ensure their personal and business success. We can assist you and your company with mergers, acquisitions, and other fundamental business transactions. And rest assured, we will keep you informed during every step of a transaction.