Stewardship Planned Giving
Your First Steps
How Many Planned Gifts Can Your Charity Expect To Receive?
Interested in learning how our tactical planned giving strategies can generate gifts from your charity’s supporters?
Contact us below to get your charity’s planned gift potential assessment:
The average-sized planned gift is $78,630.
Isn’t it time for your charity to make sure it gets its share of planned gifts? If your answer is yes, you may contact us to request a report on the amount of planned gifts your charity can expect to receive from our planned giving services.
Legacy Sunday
How Many Planned Gifts Is Your Parish Missing Out On?
RESOURCES:
Fee-based financial planning and investment advisory services are offered by Virtue Wealth Counsel, LLC, a Registered Investment Advisor in the States of Nebraska and Arizona. The ADV Part 2 of Virtue Wealth Counsel, LLC is available upon request. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virtue Wealth Counsel, LLC. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser, tax professional or attorney prior to implementation. Past performance is no guarantee of future results.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services, securities product, service or investment strategy to any residents of any State other than the State of Nebraska or where otherwise legally permitted. Legal services offered through Peatrowsky Law, LLC and Dennis G. Peatrowsky are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to Virtue Wealth Counsel, LLC. Unauthorized use of the material is prohibited.
Charles Schwab, Inc. is one of the firms that we use to custody our client assets. Charles Schwab, Virtue Wealth Counsel, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor, and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab Institutional, Division of Charles Schwab, Inc., member FINRA/SIPC.
© Virtue Wealth Counsel, LLC. All rights reserved.
Check the background of our Firm and Professionals on https://adviserinfo.sec.gov/

