GIFT PLANNING ADVISOR

Our goal is to be a valuable, collaborative, and trusted partner for nonprofit organizations, professional advisors, and individual philanthropists seeking impact via strategic philanthropy. Since 2002, Gift Planning Advisor has offered coaching and training, technical expertise, storytelling guidance, strategic direction, and comprehensive gift planning services. We are passionate about our role in facilitating significant, tax-efficient charitable gifts to support the important charitable work that improves our community, and ultimately, our world... We provide comprehensive gift planning services to non-profit organizations and the affiliated professionals that serve them.