Customizing a Plan for Your Non-Profit

Our firm offers services tailored specifically to the needs of non-profits.

• Confidentiality in Planning - Donors may be reluctant to give a complete inventory directly to an organization. However, with our strong privacy policy, donors are comfortable to be open, and we can strategize together about planning opportunities.
• Objective Advice - The concern that advice given by a charity might be in conflict with a donor's other interests can hinder a relationship. As an outside firm, Ambassador Advisors can help a donor support multiple charities or split a gift between his family and his favorite non-profit organization.
• Tax-wise Planning - The sudden rise of non-cash gifts to charity (some report as much as 40% non-cash gifts) requires sophisticated planning involving analytical software, high-quality presentations, and knowledgeable people to create and implement a giving plan. Often, development officers are not equipped to handle gifts of appreciated property, annuity trusts, lead trusts, donor-advised funds or bequests.

Allow our team of experts to enhance the impact of your organization through sustaining your planned-giving efforts. Prior to beginning a formalized relationship, your Executive Advisor will create a customized proposal and overview of our services to present to the charity's board of directors or other decision-making bodies. We will help guide you toward maximizing your income sources for sustained long-term success.