A Strategic Alliance is an informal coalition of four independent
planned giving consulting firms:
Davidson Gift Design
& Kathryn W. Miree & Associates, Inc. The consultants
are colleagues who work independently – and sometimes collaboratively –
to serve a client base comprised of local, regional and national
nonprofits. These working relationships bring additional professional
resources to each firm’s clients and allow the companies to leverage
their marketing dollars.
Planned Giving Services
The firms provide a full range of planned giving consulting services,
including the following:
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- Audits/Readiness Assessment
- Planned Giving Program Design
and Implementation
- Charitable Gift Annuity Program
Advice and Design
- Gift Design, Computations and
Illustrations
- Board, Staff and Volunteer
Training
- Motivational Seminars for Donors
and Prospects
- Professional Advisor Seminars
- Endowment Building
- New and Existing Planned Giving
Program Support
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Specialties
In addition to traditional services, some of the consultants provide
unique services, including:
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