The concept of Planned Giving has been around for awhile - albeit quietly. It is becoming more visible to the public and it is a very viable and relevant part of the financial development portfolio of today's non-profit organization.
One of the unique benefits of planned giving is that it benefits the donor and the organization to whom the donor provided the gift. It is flexible in that the donor can begin giving today to help support current needs within the organization as well as provide for an additional gift upon the donor's death that can add to or even establish an endowment that will provide a long-term source of funding. In today's current economy, current and future support are important.
High Desert Advisors can provide your non-profit organization with the investment vehicles to support your planned giving programs - we can even work directly with your donors to establish the annuity (annuities) necessary.
To the right are two links that will provide more information on some general planned giving strategies and examples of planned giving vehicles. Please contact us at 505-220-0571 for more information and to set up an appointment to talk further about how to take your non-profit or foundation to a higher level of fund development.
Planned Giving for Your Non-Profit Organization A Proposal
High Desert Investment Advisors 4801 Lang NE, Suite 110, Albuquerque NM 505-797-2644 or 505-469-3467
Serving Your Personal Investment Needs Since 2003
Information provided herein should not be considered financial advice. Please speak with your investment advisor.
High Desert Investment Advisors may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. High Desert Investment Advisors is currently registered in the State of New Mexico, and has a de minimus exemption to transact business in other states.
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