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Scott Thomas, ChFC®, CAP®, CKA®, RICP®

Are You A Major Gifts or Planned Gifts Officer For Nonprofit?

I want to share a strategy on how you can turn what is traditionally a long term planned gift into a major current gift today.  I want you to succeed and thrive in your role as philanthropic advisor to donors. You deserve to know there are ways to engage bigger gifts and gifts that donors appreciate as they are made aware this is about them as donors and giving them more control and security.

Crush your goals for 2020 with a slightly different approach to donors and especially your donors age 60 to 80.

You will NOT like what I am about to say to you, as it is very truthful for most nonprofits. Your nonprofits financials really bite! Unrestricted cash is tiny portion of your assets and donors know it as they look up your Form 990 online. Your mission is not to be a financial services company.

So how can you shine in 2020 and your donors benefit from a gift that pays them and you today not decades from now?   A Reinsured Charitable Gift Annuity is one possible answer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck