It’s been said that “Every planned gift is a major gift” however, few non-profits have devoted the time or necessary resources to capture planned giving opportunities. And yet the majority of planned gifts are major gifts, leading to an increased partnership between the high impact givers and the organization they support.

Planned giving is often done as a one-time event or “silo” with minimal effect. When planned giving becomes integrated with expertise and resonance it builds greater capacity for nonprofit professionals and high impact givers who wish to go further and do more. Vision Wheel offers the following services to non-profit organizations that are wanting to expand their wisdom and capacity for complex asset gifts, estate gifts, and planned gifts.

Services offered include:

Coaching for Development Professionals

Resources for High Impact Philanthropic Communities

Resources & Tool-kits for Innovative Giving

For more information click here