Charitable Planning

For planned giving/development officers and nonprofit organizations, we are a qualified and charitable-minded catalyst for motivating individual donors to meet community needs while achieving their charitable goals.

The Donor Motivation Program^TM is a series of presentation services to educate and inform potential donors to view their wealth as a conduit for leaving a legacy based on ‘fingerprints’ of their life values. Our donor motivation team speaks with authority on the impact of philanthropy using insightful examples based on the knowledge and experiences of well-known authors, industrialist and wealthy families from America’s past.

Using layman’s language and illustrated concepts, donors can easily understand how taxes paid under the U.S. Tax Code can be redirected as voluntary social capital instead of as involuntary taxes, and how supporting charity during one’s lifetime leaves not only a legacy, but wealth to future generations.

Be sure to take a moment and read the 5 Tips for Planned Giving Officers, which will give you a practical view of how The Donor Motivation Program^TM can help your charity.

Click on the link below to find out more information on the program.  If you are interested in the program, please call 321.304.5901 or email DonorMotivation@FinancialGroup.com. 

To view The Donor Motivation Program^TM  website, click here.