Planned Giving is like dating someone you believe has long-term potential.
It is a series of conversations-not just chitchat but rather intentional conversation. We’re gathering information, getting to know you, and assessing whether or not we are compatible. Nothing is rushed because you know we’ll see you again, and quite honestly, we don’t want to freak you out! It’s a relationship that’s going somewhere.1
The traditional definition of Planned Giving, is a method of supporting non-profits and charities that enables philanthropic individuals or donors to make larger gifts than they could make from their current income.
At Ascendant Planned Giving, Inc. we take Planned Giving to new levels. Planned giving is a strategy which will elevate your lifestyle while you are alive. It allows you to leave the financial legacy you wish to your children and your loved ones AND also leave a values based legacy. This will not only help the causes you hold dear to your heart but will also create a vehicle of love and caring which will live on for generations to come.
We encourage family participation. By including family members in the planning process, our clients learn what is important to the family. The goal is to create opportunities of gifting the assets which family members have no desire to inherit and turning the value into tax free cash.
Our ten (10) step process begins with identifying our client’s motivations, values, goals and interests. It continues with creating a family mission statement, engaging future generations, and culminates with a game plan. We, along with your most trusted advisors, create and implement a plan which is based upon love of family, love of friends and the loving desire to make your community a better place for all.