“Our five year relationship with PhilanthroCorp has been very rewarding for advancing God's kingdom. At least 60% of the planned gifts secured each year have been the result our partnership with the PhilanthroCorp team. We more than doubled our financial commitment to PhilanthroCorp in 2007 in order to enhance our planned giving marketing strategy. We believe this will assist our donors to release the resources to fund international missions.”
 
Billy Hoffman, Director of Development
International Mission Board, Richmond, VA

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“Word of Life has used the estate planning services offered by PhilanthroCorp for the past 4-5 years. We have been very pleased with the conscientious, caring, patient, professional services our donors have received. Their services have received numerous accolades from our donors. The results in estate distributions coming to Word of Life have been dramatic. We recommend them without reservation.”
 
Bob Brown, Senior Vice President of Finance Administration
Word of Life Foundation, Schroon Lake, NY

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The Process

To begin the estate planning process, our Scheduling Team will connect with your donor to schedule a telephone appointment with one of our Estate Specialists.
The first meeting, which takes 30 to 40 minutes, focuses mainly on gathering information and understanding their personal goals.
Immediately after the initial appointment, we will send the donor a summary of the information gathered along with a document entitled, “Biblical Perspectives of Estate Planning.” We then develop a preliminary estate design proposal that becomes the primary focus of the next phone meeting.
At this juncture, we will connect with an attorney to move into the drafting phase. We are able to introduce your donor, over the telephone, to an attorney in our network that will draft their documents at a reduced rate. If they already have a relationship with an attorney, we are happy to work together to complete their estate plan.
The Estate Specialist will continue to work with your donor until the proposal is finalized and all of their goals have been met. Upon completion, we send them a binder for their documents and our final estate design proposal. This binder also contains a very helpful booklet entitled "Memo to Loved Ones" which we will review with them.

 

Why does PhilanthroCorp exist?

PhilanthroCorp exists to serve supporters of non-profit Christian organizations by assisting them with stewardship-focused estate planning and planned giving services. Our desire is to be a blessing to the donors we serve by minimizing taxes, providing for families and retirement, and substantially increasing charitable giving for the causes closest to their hearts. For our clients, we are a trusted advisor in the area of charitable estate planning, helping them to generate consistent, measurable, and significant results..

Learn More: Churches, Educational Institutions, Non-Profits

Phone:

800-876-7958

Email:

info@aboutplannedgiving.com