Planned Giving Counsel

If the term “charitable gift annuity” strikes fear in your heart, The Curtis Group can help. You might be surprised to learn that you don’t have to be a CPA or financial planner to be comfortable with planned giving.

Many of your donors want to leave a legacy. That’s why every comprehensive development program should include a planned giving component. The Curtis Group can assist you with all aspects of setting it up, including how to plan for, implement, and promote planned giving with your donor base.

We’ll also help you educate and train your staff and board, prospect for planned gifts, and market bequests and charitable gift annuities to donors.