Better Giving Strategies
While strategic face-to-face visits are essential to increase planned gifts and continuing success, Strategic Stewardship Partners helps open the doors to these conversations. We turn “transactional giving” into “strategic stewardship.” When you partner with us, Strategic Stewardship Partners will tackle the most creative and complex planning strategies available. Including, but not limited to, timely options for funding education and retirement, the lead trust, charitable estate planning models, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement, Charitable Gift Annuities, zero-tax options and more. Late breaking news items and their impact on planned giving are also examined in every case. Strategic Stewardship Partners will provide you tools such as calculators that allow your donors/Partners to see how a gift will look in their estate plan, flowcharts that have been the starting point for many donors who wanted to turn their ordinary estate into an extraordinarily legacy, and much more.