- Charitable GivingCharitable bequests for 2008 are estimated to be $22.66 billion. That’s 7% of total charitable giving for the year. Not an insignificant figure.
- Tax Services
- Accounting Services
- Financial PlanningAttracted to solving big, complex problems for nonprofits, Nancy focuses on results – and delivers. Her skills in strategic and financial planning, governance, management and organizational issues, and all areas of fundraising has helped hundreds of clients, many of whom return for a second, third, or even fourth assignment.
- Charitable Lead Trusts(An exception may be the donor who wants to set up a charitable lead trust, which provides income to the nonprofit for a fixed period of time, then the principal reverts to the donor or designated beneficiary. Lead trusts, however, are best funded with appreciated assets, so you may not have too many candidates for this planned giving vehicle these days.)