Ascendant Planned Giving, Inc. is a philanthropic advisory practice based in South Florida serving clients nationally. We work with individuals, families, and small businesses helping them plan, assess and manage their charitable endeavors.
We view effective philanthropy as an investment of “you” that is designed with clear personal and social goals in mind. We’ll show you how to strategically give time & money to the things you care most about.
One of our goals is to help clients to invest in their own values, communities and societies for maximum impact. Initiatives may target a wide range of social issues, including education, health, issues affecting youth and families, hunger and nutrition, housing and homelessness, community and economic development, civic engagement, environmental issues and the arts. Successful philanthropic endeavors aim for long-term positive impact.
The most rewarding and sustainable giving is based on the connection of a donor’s passions, critical community needs and strategic philanthropy.
Strategy, combined with the values and passionate concerns of donors, brings about giving that makes a difference. Strategic philanthropy can move donors toward a deeper understanding of the issues they care about and guide them through the process of creating significant change.
At Ascendant Planned Giving, we seek to increase the impact of philanthropy in society by:
- Working with donors to make their giving more strategic, effective and enjoyable;
- Developing creative, leveraged and useful philanthropic approaches to solving important social issues;
- Inspiring more individuals, families, companies and organizations to become deeply involved in philanthropy.
Generosity for generations
Jon Sahn, CAP® founded Ascendant Planned Giving, Inc. Jon moved to Boca Raton from New York in 1998. He began a successful career in the financial industry in 1996 helping individuals and business owners protect their wealth. His journey over the past years has fueled his passion to activate an initiative focusing on the long term support and success of our communities and charitable organizations. He utilizes charitable giving and insurance strategies to maximize the financial impact his clients can have upon themselves, their families and their communities.
Few things have the potential to define your life as perfectly as the legacy you leave when you’re gone.
The ideas of social entrepreneurship and strategic philanthropy create a familial paradigm shift, empowering generations now and into the future to “lead” a legacy.
At Ascendant Planned Giving we believe that families of generosity impact society for the better. Because of the deep nature of the philanthropic process, when a family intentionally explores its shared ideas and interests concerning charitable giving, something transformative often occurs. It is our intention to encourage families and their advisors to incorporate values oriented, philanthro-centric conversations as a part of their estate and financial planning discussions. Ascendant Planned Giving works with both charitable organizations and private donors, striving to make the greatest social impact by employing an entrepreneurial spirit, an adaptive nature, and an outward-looking foresight. Working together with your current advisors, we customize and implement strategic plans to strengthen the family unit, solve problems and positively impact humanity.
As experts in charitable gift planning we help qualified nonprofit organizations develop and implement successful gift planning programs, which allows them to create stable revenue streams. The outcome is that their missions will be sustainable both now and in perpetuity.
For the many leaders of all ages out to change the world, this process provides an invaluable road map. Many families consider this to be their “true wealth.”
To learn more about how Ascendant Planned Giving can assist you with this process, please contact us.
Ascendant Planned Giving, Inc. is registered as a Professional Fundraising Consultant with the State of Florida. (FC39030)