Two undeniable factors have negatively impacted charitable giving: seismic changes in the economy and fundraising techniques that don't work as well as they once did. A more effective, donor-centric, fundraising approach is required. Our Donor Motivation Program™ has been perfected over the past 14 years.
The Institute for Family Wealth Counseling works specifically with charities to help their donors with IRS compliant, tax advantaged tools for planned giving. We implement a proven, systematic approach that meets donor needs in ways that help the charity secure and grow its endowment. Donors happily turn their success into far greater significance.
The Institute for Family Wealth Counseling is also associated with Summit Financial Resources, Inc. (www.summitfinancial.com). Together they connect the purpose of families with their legacy planning and art succession planning through the preservation of wealth for generations while supporting charitable organizations and their causes.