We are introducing Flexible Planned Giving initially to donors through their advisers, because we believe it will benefit advisers as much as their clients. Here’s why:
- It helps advisers add value to their clients by supporting client’s giving decision so as to have the greatest possible impact for clients, and at the same time helps deepen the adviser-client relationship.
- It requires little time and risk on adviser’s part, as advisers don’t recommend charities… it’s the client’s choice, and Invest2Donate can help clients make their choice.
- It allows advisers to have deep value discussions in areas the client sees as important.
- Philanthropy is growing in importance to clients and Flexible Planned Giving creates a giving framework for clients below the level of PAFs.
It helps advisers distinguish themselves, maintain margins, and create that all-important “dinner party talk” that often generates referrals.
OUR VALUE PROPOSITION:
Invest2Donate has an idea that will change the way people give to charity.
High-Net-Worth clients ( i.e. $2m + of investable assets…but excluding PAF clients)
- Are frustrated with the number of cold calls they get requesting donations;
- Want to have high-impact when giving and are unhappy with the high costs involved in this kind of fundraising (on average … 40% of donations)
Is a DONATION PLANNER TOOL that helps donors plan ahead and give regularly and even help select
Advisors can share & discuss with clients in a safe & general way
The old way to give that pressure instant decisions & involve high costs
The solution is called Flexible Planned Giving, and the Invest2Donate website has clear information & resources clients can use to find & decide who & where to give, as well as all the support & information Advisers need to introduce it to clients.
Below you can explore:
- ADVISOR FAQs
- WAYS THAT MAKE IT EASY TO CONVEY FLEXIBLE PLANNED GIVING TO CLIENTS
- THE TYPES OF CLIENTS MOST LIKELY TO BE ATTRACTED TO THE CONCEPT and
- THE 4 STEPS ADVISERS NEED TO FOLLOW TO MAKE A DIFFERENCE.