As a leading wealth management firm, we understand the motivations of donors and the complex philanthropic and estate planning approaches used to preserve wealth while giving back to the community. Leveraging these insights and the broad resources of BNY Mellon, our Planned Giving team offers comprehensive gift management, investment management, and donor and organizational support as well as opportunities to share best practices and network with your peers at our annual conference.

For more than 20 years, our dedicated Planned Giving team has provided nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. Our clients benefit from the deep and broad resources of BNY Mellon Wealth Management, a leading wealth manager with more than two centuries of experience serving financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations.

The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that enrich and advance careers. We connect colleagues at all levels through our national network—including those who defined the field. We exist to serve our distinguished profession and bring to life the art and science of charitable gift planning.

At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management team is dedicated to ensuring that your organization honors your donors’ wishes, accelerates the distribution of their gifts, and maximizes the impact of their generosity. Our team understands the importance of planned giving to non-profits and charities and is dedicated to fulfilling the wishes of your donors while maximizing your gifts and minimizing administrative costs and burdens.

At CCK, our bequest management practice focuses on the following:

• Facilitating the administration process, maximizing distributions, and protecting your bequest.
• Recognizing potential administration issues and developing proactive solutions.
• Your personalized service and access to case information.
• Maintaining donor relationships for current and future generations.
• We believe that every charitable donor deserves to have their intentions respected, and followed, to insure prompt and full distribution of the intended funds or assets to the named charity.

• Mobile-friendly websites
• Emails & enewsletters
• Print materials
• Donor proposal software
• Content management
• Donor analytics
• Gift calculators
• Training and much more

For more information, please visit crescendointeractive.com.

Your mission is important. Our mission is to serve yours.

Since 1930, HighGround Advisors has been committed to protecting, strengthening and growing the missions of our nonprofit clients through our comprehensive services in investment and asset management, charitable gift planning, and matters unique to tax-exempt organizations and the individuals who support them.

The National Gift Annuity Foundation, a subsidiary of the Dechomai Foundation, provides CGA outsourcing for gift acceptance, contract issue, gift management and administration. We are the largest independent platform for issuing gift annuities in the U.S. We accept the payment risk on your behalf. And, we return 100% of the remainder to the donor's intended charity.

The Dechomai Foundation’s sole purpose is to help charitable organizations like yours receive non-cash donations – donations that your charity might not otherwise be able to accept. Many of these illiquid assets can be used to fund a gift annuity.

We manage the entire process – from receiving the non-cash asset to managing and liquidating the asset to finally granting the net proceeds to the charity recommended by the donor, or funding a CGA to provide payments to your donors for their lifetimes.

We have extensive experience in accepting commercial and residential real estate, many types of limited partnerships, closely-held stock, restricted stock, S-Corp stock, life insurance, notes, seats on financial exchanges and other unusual assets – all subject to Board approval, of course. Since our inception in 2003, we have accepted and managed over $1.4 billion in assets.

Before you turn down another valuable gift, contact us!

From building awareness to increasing leads, Pentera's integrated planned giving marketing helps you get results. More time, less stress, and marketing that works.

Let Pentera’s Marketing Consulting Team Help Your Nonprofit

Pentera is the nation’s leading planned giving marketing firm, specializing in full-service integrated marketing communications.

For more than four decades Pentera has set the standard for innovative planned giving marketing solutions and top-quality customer service, serving thousands of charities, hospitals, and educational institutions throughout the United States. Pentera, Inc., was founded by the renowned planned giving expert, consultant, and industry pioneer André R. Donikian, JD.

For over a decade, Claudine A. Donikian, JD, MBA, has directed the company, successfully developing cutting-edge strategies, pioneering industry-changing research, and ensuring that it remains the leading marketing firm of the planned giving industry.

Planned Giving Today is the premier monthly resource serving the planned giving community and connecting readers to leading professionals in the field since 1990. Read by more than 6,000 gift planners every month, the publication delivers fresh marketing ideas, actionable information, and valuable insights from the planned giving experts in the not-for-profit and for-profit communities.

We are a proud partner of the ACGA offering ACGA members a 30% discount on a new personal subscription to Planned Giving Today!

State Street Global Advisors' parent company, State Street Corporation, was founded over 225 years ago and is responsible for 10% of the world's assets. State Street Corporation specializes in asset servicing, research and trading, data and analytics, and through State Street Global Advisors - asset management.

SSGA's Charitable Asset Management team has been an industry leader since 1984, celebrating 36 years of excellence, and is presently managing over $3 billion in planned gift and endowment assets. Today we hope to connect with you about our success in asset management, and how we help non-profits succeed.

Stelter is the strategic partner nonprofits depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services.

Since 1962, The Stelter Company has been the leading innovator in helping nonprofits raise more money through planned gifts. Stelter’s team provides the most comprehensive array of gift planning marketing solutions and services in the industry—with an unparalleled focus on our customers and their donors.

Specialties:

• Understanding our clients' missions, goals & objectives
• Applying a data-driven approach to find the most effective solutions
• Focusing on metrics & ROI
• Partnering with nonprofits to accomplish their gift planning fundraising goals!