You've already done the hard part - let us help your donors consider their options to maximize gifts.
We help charities’ donors build plans to give assets rather than cash, potentially adding 20+*% to their donation (depending on the state, tax bracket, etc.) Donating appreciated assets is one of the most tax-efficient ways to donate.*
How does it work?
Evaluate how you give, not just how much you give.
Assets make up 90% of the wealth in America, cash is 10%. Donations are cash 80% of the time – assets are only 20%.
Asset gifts can avoid capital gains taxes.
Our Value
Donors
- Donors often “move things around” before making a donation (selling stock or some other asset in order to “cut a check”).
- Typically, this triggers an avoidable tax event. This is, unfortunately, extremely common.
- Through effective charitable planning, donors could increase their giving amount by 20+% without digging any deeper into their pockets.
- We can assist donors in taking advantage of these opportunities proactively.
Nonprofits / Charities
You’ve already done the most difficult work – finding and cultivating donors who love to support your mission.
- Sometimes, donor development can feel like looking for needles in a haystack. Once you develop these donors, help them pause and reflect on whether there are ways to shift government dollars into more giving dollars, maximizing their contribution to your cause
- Donors and donations are the lifeblood to accomplishing your organization’s mission. We can help you identify donors who could benefit from our service while you maintain trust and visibility in your donor relationships.
