The National Capital Gift Planning Council is pleased to have the following Major Sponsors for our 2019 Planned Giving Days Conference.
Looking for companies who can help you manage your assets, design a marketing plan, consult on program design, develop a stewardship program, offer training programs, or create a new campaign? Then meet our PG Days Sponsors – our partners in the planned giving community.
PNC Institutional Investments provides comprehensive administration and investment solutions for nonprofit organizations’ planned giving programs. From a gift’s initial asset receipt to the distribution of a closed gift’s residuum, our planned giving professionals help you manage every post-gift aspect of your planned giving program. We provide expertise in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts, and pooled income funds.
In business since 1962, The Stelter Company is the strategic partner nearly 2,000 leading nonprofits nationwide depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services. www.stelter.com 800-331-6881
Pentera, Inc., is the leading national full-service boutique planned giving marketing communications firm, with offices in Indianapolis, Boston, and New York. Pentera was founded in 1975 by renowned planned giving expert and industry pioneer André R. Donikian, JD, who set an unbeatable standard for the exclusive and top-quality customer service that has set Pentera apart for more than 35 years. Pentera’s current CEO and sought-after marketing expert, Claudine A. Donikian, JD, MBA, carries this torch into the new millennium. Under Claudine’s leadership Pentera’s digital and Web services department has grown by 500 percent and the company has the highest staff-to-client ratio in the industry. Pentera provides personal service and pioneers innovative strategies crafted to fit the uniqueness of each client’s mission and budget. Why? Because you know your mission is special, and so do we.
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TIAA Kaspick is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs.
MiniMatters creates compelling videos and provides marketing services to help you tell great stories, raise funds, and build your community. Clients have called us things like agile, smart, great at keeping them to a schedule, professional, knowledgeable, fun, true partners, and friends. And we have a particular specialty in planned giving videos and marketing. Our co-founders Elissa Leif and Barbara Haupt, are joined by an accomplished team of producers, film crews, editors, animators, designers, writers, and other support as needed for each project.
Because MiniMatters was launched before online video was really “a thing,” we have a deep understanding of the growth, challenges, and opportunities of video production and video marketing. That experience enables us to pass on to you best practices that will help you be successful and achieve results.
If this is the kind of video partner you are looking for, we’d love to work and grow with you. Take a look at our portfolio of planned giving videos here. Visit www.minimatters.comor call 301-339-0339.
The Sharpe Group provides, consulting, training and a complete package of donor communication tools to charities and nonprofits throughout the United States. Since 1963, we’ve played a central role in assuring the financial security of America’s educational, healthcare, religious, social service and cultural institutions. We’ve educated them on current tax laws, taught them how to design their planned giving programs and provided them with the marketing materials to empower their donor base to support their cause. Over 20,000 nonprofit executives have leveraged the Sharpe Group’s expertise, programs and tools to build and strengthen their endowment. We’ve not only taught America’s largest nonprofits how to continually adjust and improve their donor programs through changing times, we’ve translated that knowledge into turn-key gift planning programs for the small to midsize nonprofits. Helping nonprofits of all sizes is not a job for us–it’s a calling. www.sharpenet.com
SSGA Charitable Asset Management provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is a boutique group within State Street Global Advisors dedicated to serving nonprofit organizations and their donors. Today, our 35 planned gift specialists work with over 230 charities and manage in excess of $3 billion in planned gift assets for more than 34,000 donor/beneficiaries. www.ssga.com/cam, # 800-635-9001
PG Calc is a full-service planned giving firm dedicated to meeting the needs of non-profits and the companies that serve them. Since our inception in 1985, we have steadily grown and enhanced our capabilities. In our more than 33 years, we’ve benefited from the continual addition of outstanding staff members, who bring invaluable experience to the firm as former fundraisers, gift planners, marketing specialists, trust officers, trust administrators, and attorneys in private practice. Today, we offer a comprehensive array of planned giving products and services in the areas of consulting, marketing, calculations and proposals software, education, and gift administration – resulting in collaborative partnerships with over 5,000 clients at charitable organizations in all 50 states.
From the time when we were founded, we have sought to achieve excellence in everything we do. Commitment of this kind has helped us establish trust with thousands of charitable organizations of every size and category, including religion, education, healthcare, the arts, social services, and more. The confidence they have in us is why many of America’s most successful charities and financial institutions rely on us to help them operate their planned giving programs and promote their planned gifts.
Serving the planned giving Industry for over 30 years, Crescendo Interactive provides all of the innovative tools and services you need to market and close major and planned gifts! Our GiftLegacy 4.0 Marketing System is the only fully integrated marketing system featuring custom and mobile friendly planned giving websites, weekly fresh content, eNewletters for both donors and professionals, royalty-free literature, bequest marketing, social networking, analyitics, the #1 planned gifts marketing software, online education/certification for gift planners and much more. Visit GiftLegacy.com and call 800-858-9154 to request your free GiftLegacy demonstration.
BNY Mellon Wealth Management provides an array of investment management, custody, wealth, trust and estate planning and private banking services to high net worth individuals, families, and institutions. We’re the 8th largest U.S. wealth manager, according to Barron’s, and serve clients around the world through a network of offices in the U.S. and internationally. For over 20 years, BNY Mellon Wealth Management’s dedicated Planned Giving team has focused on providing nonprofit organizations with comprehensive, expert gift management, tailored investment management solutions, and donor and organizational support. Our clients include educational institutions, community foundations, as well as faith-based, health care, cultural and social service organizations across the U.S. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
Founded by industry leaders Diane M. Carlson and Anthony R. Alonso, Catapult Fundraising is a full-service firm specializing in capital campaign consulting services and telephone outreach programs including annual fund, capital campaign wrap-up, and planned giving calling. Catapult is the only firm in the country to not only identify potential planned giving donors through our calling process, but also close planned gifts over the phone.
In our 30+ years in business, we have designed and created programs and marketing resource materials for planned giving professionals throughout the United States. EDS products, programs and services include a wide variety of personalized print marketing resources, websites, and online marketing tools. We work with leading organizations across the spectrum of not-for-profit services – education, health, the arts, and community organizations.
Collaboration is the hallmark of our approach to creating persuasive, effective marketing materials. We are committed to earning and maintaining the trust of all of our clients. To do so, we are consistently responsive to individual client needs, and follow established procedures to ensure that each project, program or service maintains the highest standards of quality while meeting promised deadlines.
The Breus Group values and/or privately places estate assets while regularly advising and consulting with universities, charities, law firms and accounting firms for their donation or estate tax needs relating to non-cash related gifts of fine art objects, documentary films, rare books and documents and financial and insurance instruments.
TBG has been engaged as an advisor/appraiser for private estates as well as for donations to charitable organizations including, but not limited to: Northwestern University, DePaul University, Columbia University, John Carroll University, Ohio University, The National Children’s Cancer Society, The Advocate Hope Children’s Hospital, The U.S. Department of Commerce, Planned Parenthood and The Holocaust Museum in Wash. D.C.
The Breus Group memberships include: Appraisers Association of America, National Association of Charitable Gift Planners, Editorial Advisory Board, Art & Antiques, Trusts & Estates, The Society of American Archivists, The Central Florida Association of Planned Giving.
Specific Connoisseurship Seminar Studies: Print & Fine Art; Sculpture; Documentary Film; Wines; Insurance Policies; Financial Instruments; Rare Books and Documents.
At Impact Communications, we have had the privilege of helping hundreds of people fulfill their wishes to make the world a better place by leaving a gift to charity. Few things are more fulfilling than helping someone create a legacy gift that will carry on their values for generations to come.
These experiences drive our philosophy that excellence in gift planning stems from putting the donor’s needs and preferences first. We help you develop strategies and policies to further your mission while helping donors accomplish their legacy goals. We use everyday language in our marketing that highlights the financial and emotional benefits to the donor. And we believe that working directly with donors to achieve their dreams is a privilege that must be handled with the utmost care. Please contact us for a free consultation to determine the best solution for your gift planning needs.
Mal Warwick Donordigital is the only employee-owned direct response fundraising agency in the nation. We have almost 40 years of experience in managing fully integrated direct marketing fundraising programs. We are a founding member of the Social Venture Network and B-Corp, organizations advancing the concept of socially responsible business practices. For the fourth consecutive year, our company earned honors in 2018 as “Best for the World” by B-Corp, having been rated in the top 10% of all small businesses for our overall social and environmental impact. We also count ourselves as one of the most (if not the most) socio-economically diverse agencies in the nation across ownership, governance, leadership, and our entire workforce.
We believe every one of our clients should be investing in legacy giving marketing and growing their legacy giving program. Our legacy giving work is led by Tracy Malloy-Curtis, a nonprofit professional with over 20 years’ experience in legacy giving and major gifts. In our legacy marketing work, we go beyond the off-the-shelf, generic newsletters and brochures used by so many agencies. We help write and design mailings and email communications that combine the most powerful motivation for legacy giving—your mission and brand—with the strategies we know are proven to work. We also provide overall strategic guidance and counsel on how to grow your program, cultivate current and prospective legacy donors, and how to integrate the newest trends, tools, techniques and analysis into your program.