Planned Giving & Legacy Consulting Services

Every successful non-profit organization knows that looking ahead is just as crucial as the work being done today. Planned giving, also known as legacy giving, is the cornerstone of building a lasting impact. At Cahn Consulting, we specialize in helping non-profits establish and nurture planned giving programs that secure your organization's future.
Let’s Create a Legacy
Go beyond immediate contributions and pave the way for a brighter, more secure future.
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Planned or legacy giving  is arranged in the present and can provide future or current funding.. These  donations can be made through various methods such as bequests in wills,  trusts, life insurance policies, retirement funds, or real estate.
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Though planned gifts do not require an attorney to pursue, they often involve confusing or mysterious names or structures that do require specialized knowledge to manage effectively legal structures like trusts or annuities that do require specialized knowledge to manage effectively.

From crafting compelling donor narratives to designing tax-efficient giving structures, we'll help you understand the various options, including bequests, charitable annuities, and donor-advised funds, tailoring a strategy that suits your donor and organization's unique needs.

Ready to Secure Your Future?

Give your donors a chance to leave a legacy. Partner with one of Boston’s top planned giving consultants to create a one of a kind program that ensures your non-profits vital work continues for generations to come. Work with Liz through in person or virtual services.
Let’s do it
Liz@Cahnconsult.comlinkedin icon(978)-884-0653
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