Most smaller nonprofit organizations do not have a planned giving department due to lack of sufficient resources. Having commitments for future donations can allow your organization to plan for a brighter future and spend more time on fulfilling your organization's ultimate purpose.
Partner with a established financial services company that has helped clients with their legacy objectives for almost a half century.
Our team is dedicated to helping your organization fulfill it's mission and purpose. Because of this dedication, we are committed to the highest level of service to your organization and to your members.
Advisory services are offered through Waypoint Str
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