From endowment creation and policies to expert management, we provide an exceptional legacy giving experience for both you and your donors.
Donor View shows high value donors the impact of their gift. With just an email address, you can give donors access to receive annual endowment reports and view their gift's growth and impact over time.
Donors can easily add contributions each year to grow their legacy.
An endowment gift must be handled properly and with care. This includes creating the Investment Policy and Endowment Statements, Board Guidelines, and Donor agreements.
We do all of this free of charge for our clients. Don't recreate the wheel and pay hefty third party fees that could have gone to your mission, staff, and bottom line.