How You and Your Potential Donors May Benefit From "Journey Beyond Self"
- We can be an objective and independent sounding board that perspective donors can confide in.
- People may be open to donating, but aren’t confident that they’re able to. We’re able to evaluate giving in conjunction with an individual’s overall financial, tax, estate and investment situation.
- Offer suggestions on the best way to donate, or which assets are best suited for their giving objectives.
- We may be able to assist potential donors with solutions on how to implement a giving program now while still accomplishing their beneficiary objective(s) thus enabling them to experience the joy of giving.
- We can suggest strategies that take advantage of current tax laws.
- Provide ideas on how to accomplish gifting with illiquid assets (such as a home, property or business).
- We may be able to offer strategies that enable existing donors to give even more.
- We offer a free 1040 (tax return) review to analyze taxes from the standpoint of giving.
- Because we are not affiliated with, nor do we promote any particular charity, we’re able to assist your potential donors in support of your organization.