We’ve leveraged over 50 years of combined experience in major donor development, planned giving, capital campaigns and technology to create a powerful merger of the most effective tools, tactics and disciplines. Our turn-key approach marries these best-in-class ingredients and “supercharges” your overall funding approach by adding significant short and long-term gifts of assets.

Technology

Supports your donors when they say “NOW WHAT?”

  • My Legacy Planner

    My Legacy Planner – The average American’s net worth is typically comprised of 9% in cash and 91% in assets, regardless of size. Secure and easy-to-use, with My Legacy Planner, your donors see how they can make a lasting impact with basic assets like their homes, life insurance and retirement accounts. Click on the image below to learn more about this innovative planning tool.

  • OnRamp

    Allowing you to track, manage and respond to activity on My Legacy Planner, this robust gift planning portal creates a new onramp for deeper donor relationships. It also features a robust library of content designed to help you educate, serve and inform your donors in a clear and consistent fashion. Finally, On Ramp provides useful analytics to help you track and assess My Legacy Planner activity and donor demographics.

Content

Creates motivation and desire to TAKE ACTION

Whether you are a church, a mission organization or a college, unlocking the 91% requires clear and consistent resourcing throughout the year. Creating awareness and a desire to do something different must happen before people will be motivated to take action. As a part of The Giving Crowd, you automatically receive a regular stream of content designed to serve and educate you and your supporters about the principles and benefits of giving assets. You can also access all of our content through OnRamp whenever you need it and in a variety of formats.

  • Downloadable Content – OnRamp features an extensive library of downloadable resources you can use to inform and educate donors on a variety of topics related to asset-based giving, tax strategy, leaving a legacy and more.
  • Videos – Few mediums are as powerful as video when it comes to capturing your donors’ attention. We provide a variety of case studies and stories you can easily share with individuals in advance of a meeting or as an added personal touch in follow up communication.
  • Webinars – The vast majority of people…even those of high-net-worth…are not familiar with the principles and benefits of asset-based giving. We want to help you become a new resource for them. Our Creative Stewardship Webinar series is designed to do just that in a setting that is comfortable and convenient for everyone.

Coaching

This is about helping your team develop and implement STRATEGY with ongoing and consistent SUCCESS!

  • THE ASSUMPTION

    Implementing a new strategy is not that hard. All that is needed is a budget and a point person to own it.

  • THE FACT

    Maybe, maybe not! This approach to generosity, while incredibly powerful, is innovative…and often misunderstood. Too often, we see organizations focus only on legacy gifts, completely missing out on the opportunity to foster short-term funding for their mission. Furthermore, the people you look for and the way you communicate with them is very different than what is done in a cash-based strategy. The RIGHT approach is absolutely vital!

    That’s why we offer highly personalized Coaching to guide you every step of the way. Our experienced team helps you move from ideas and strategies to execution.

    • We assist with the development and management of a culturally appropriate communication plan.
    • We help you implement the tools and strategies with success.
    • We monitor results and help you develop strategic responses to donor interests.
    • We collaborate with you to serve donors with more complex needs.
  • THE OUTCOME

    The results you experience over time actually match the goals and expectations you had when you made the decision to work with us.

Case Work

Helps your team execute our strategies with greater SPEED and EXCELLENCE

  • THE ASSUMPTION

    People who have been blessed with abundant resources also have advisors who know how to mobilize those resources for the sake of good causes.

  • THE FACT

    Not true! Most professional advisors operate in a resource-preservation mode as opposed to philanthropic mode. Because they are not typically thinking of ways to help their clients make a bigger difference in the world, people with wealth end up missing out on experiencing blessings in their lifetime…and paying far too much in taxes.

    The Giving Crowd provides a safe and no risk place for individuals and families supporting your mission to discuss a variety of benevolent planning models. Focusing on maximizing current charitable impact, we work alongside your donors and their trusted advisors to liquidate businesses, real estate, and other appreciated assets in the most generous, innovative, and tax efficient ways possible.

  • THE OUTCOME

    Your cause benefits, your donors benefit, and the world around us is changed for the better.

Curriculum

Helps people go deeper in STEWARDSHIP and GENEROSITY

In a church setting, it is imperative to integrate asset-based generosity into your overall stewardship strategy. People must understand the principle that God owns it all before they will be willing to open their hearts and hands.. For that reason, we provide curriculum to help you disciple and grow your congregants as stewards. Then, and only then will their hearts open to the possibility of giving through their assets and not just their checkbooks. Any other approach just feels like fundraising.

  • You Only Die Once: Exclusive to The Giving Crowd

    Designed exclusively for churches and other community organizations servings seniors. A one-of-a-kind experience based on Margie Jenkins’ books, You Only Die Once and My Personal Planner, provide the tools to develop an effective end-of-life plan. The interactive six-week onsite course helps participants explore and plan for end-of-life issues. Personal and lighthearted, participants remove future burdens for those they love, while giving the gift of passing on their life values, as well as their valuables.

Are you ready to assert the power of asset giving? We are here to provide the better service for your donors. Take a look at our pricing guide for more information.