The Method

At the Institute for Family Wealth Counseling we employ in house professionals that hold the following credentials/designations:
- Chartered Advisor in Philanthropy (CAP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Accredited Investment Fiduciary (AIF)
- Life Insurance Licensed, CA Insurance License #s 0804010, 0C21836

Because of the breadth and scope of our firm’s tax and financial knowledge and our individuals’ deep sense of commitment to charity, we are perfectly aligned to: a) attract through informative gift planning workshops, b) nurture through plan analysis and c) motivate gift planning by understanding fully the three most important aspects: donor intentions, donor tax and financial make-up and the modeling of the philanthropic toolsets and their application.

Because our motives are closely aligned with the donor, whom we also value firstly as our client, we are in a position to recommend clear steps of action not traditionally afforded the development professional. Because our firm’s professionals responsibly build the numeric modeling of cash flows, tax flows and net worth projections, we are in a firm position to support the donor-client and his or her advisory team on the journey of philanthropic gift planning decisions. We help the donor-client with understanding thoroughly the application of planned gift solutions utilizing more fully the philanthropic tax code, and by so doing put the donor in a position to consider gifts of a grand scale.

No magic, no mirrors, simply clear alignment of purpose and intent -- marrying the for-profit honed skill sets with the non-profit missions. A bridge immaculately built from the understanding of law, money and human need.