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With the "graying" of the baby boomer generation, experts estimate that trillions of dollars of wealth will pass from this generation to the next. With the passing of these assets, and the tax implications that are part of it, it is critical that these individuals plan their gift giving as soon as possible. For nonprofit organizations to make the most of these potential gifts, they must be properly prepared to receive them and steward their donors effectively.
Charitable planned giving programs are vastly underutilized as both a fundraising and tax planning tool, with both the potential givers and nonprofits missing an opportunity.
Convergent will offer your organization the technical support to prepare your staff to serve the planned gift prospect. Convergent's specialized planned giving consultants will help you with most concerns related to your planned giving program.
Along with general consulting, Convergent offers the following gift planned giving services:
- Comprehensive program evaluation
- Planned giving illustrations and proposals
- Planned giving valuation and processing
- Gift annuity state registrations and compliance monitoring
- Custody and investment placement and evaluation
- Bequest society evaluation and support
Find out about Convergent Major Gift Programs
Request a brochure
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