WE CAN HELP YOU Communicate with donors Identify and recruit board of director members Determine how well board member skill sets match organizational needs Connect organizational goals with investment objectives Organize and develop pre-capital campaigns Refine investment policy statements and cash flow management plans Develop emotionally compelling case statements Review and enhance donor development plans

LEGACY PLANNING

Our Legacy Planning Assessment provides you the ideal mechanism to demonstrate gratitude to individual donors, facilitate additional major and planned gifts for your organization, and perpetuate the philanthropic cycle.

You engage us to provide Legacy Planning services to your designated donors.

Our strategic partners will recommend specific opportunities for donors to realize their philanthropic legacy and perpetuate personal and family resources.

Your donors implement may charitable recommendations that include gifting to your organization in new ways not thought possible.

The Planning for Effective Philanthropy program is an excellent way for you to provide service to small groups that hold great potential for giving.

You engage CGRC for a 45-minute presentation to groups of five to eight individuals and/or couples of similar wealth. These are current or potential donors to your organization.

A confidential meeting is subsequently conducted with these donors individually to explore their current plans and future philanthropic interests.

Donors usually take specific recommendations back to their current advisor(s), implement specific tactical solutions directly with the charity or, if they lack clarity in planning objectives, may hire us for strategic planning before moving ahead with tactical solutions.

Our clients have gained great appreciation and enhanced revenues from their donors by providing these highly-valuable services.

Please contact Sue McEntee at dlongseth@syversonstrege.com and discover how our legacy planning services can help you succeed.