Austin Philanthropics

(781) 383-0099(781) 383-0099
(781) 250-9990(781) 250-9990
We guide management, boards, and staff in implementing appropriate, profitable, and sustainable planned giving programs. Realistic opportunities include on-going bequest campaigns, charitable remainder trusts, retained life estates, and strategic endowment building. Although you may feel that you cannot afford a planned giving program, perhaps you should realize that YOU CANNOT AFFORD NOT TO HAVE A PLANNED GIVING PROGRAM.
Service Region
Cape & Islands, Greater Boston, Southeast
Core Competencies
advanced planned giving expertise; long board leadership experience; refined, real-time staff training skills; advanced gifts negotiating; and adept in technical tools and charitable gift law
Discount for MNN Members:

A half-day, pro bono analysis and feasibility discussion; four days of consulting without a long-term agreement; all the expertise of a big firm at a fraction of the cost; and ad hoc access to counsel as cases arise

Keywords
planned giving, endowment, bequests, board guidance in fundraising feasibility, charitable gift annuities