The turnkey integration of investment consulting and planned gift administration services provides efficiencies that benefit our clients and their donors.
Our Support for Advancement / Development Teams
Our primary goal as planned giving and asset management consultants is to utilize our expertise and years of successful experience to enhance expected returns to the various trusts and pools of assets for which the ministry has responsibility. We seek to support development officers and improve their relationship with their donors by providing accurate and timely reporting and tax return preparation. We understand estate and gift tax law, income tax law, various planned giving techniques, and how to integrate these concepts with your donors’ goals. And we seek to help our clients assist the individual donor with his/her planned giving goals. Finally, our team believes in our clients' missions and is committed to delivering planned gift administration services in a cost-effective way to maximize their institutional resources.
Our Support for Advancement / Development Teams
Our primary goal as planned giving and asset management consultants is to utilize our expertise and years of successful experience to enhance expected returns to the various trusts and pools of assets for which the ministry has responsibility. We seek to support development officers and improve their relationship with their donors by providing accurate and timely reporting and tax return preparation. We understand estate and gift tax law, income tax law, various planned giving techniques, and how to integrate these concepts with your donors’ goals. And we seek to help our clients assist the individual donor with his/her planned giving goals. Finally, our team believes in our clients' missions and is committed to delivering planned gift administration services in a cost-effective way to maximize their institutional resources.
Providing Planned Giving Solutions to Christian Organizations
Cornerstone’s planned giving administration services have been uniquely designed to support the requirements of Christian organizations and their major donors, allowing them to provide a full suite of legacy giving alternatives to their constituency.
Cornerstone is a boutique firm whose business model is designed to provide a complete turnkey solution to the Christian nonprofit community. We operate as a silent back office, partnering with your institution to provide full asset management consulting and planned gift administration services for Gift Annuity, Donor Advised Funds, Endowments, Charitable Trusts, and other deferred gift programs. Our processes are “white labeled” and designed so that your donors do not need to know we exist unless you decide to introduce us to them. All donor-related correspondence can be branded with your name to reinforce your connection. As planned giving advisors, we keep your staff up-to-date on any planned giving related issues.
Providing Planned Giving Solutions to Christian Organizations
Cornerstone’s planned giving administration services have been uniquely designed to support the requirements of Christian organizations and their major donors, allowing them to provide a full suite of legacy giving alternatives to their constituency.
Cornerstone is a boutique firm whose business model is designed to provide a complete turnkey solution to the Christian nonprofit community. We operate as a silent back office, partnering with your institution to provide full asset management consulting and planned gift administration services for Gift Annuity, Donor Advised Funds, Endowments, Charitable Trusts, and other deferred gift programs. Our processes are “white labeled” and designed so that your donors do not need to know we exist unless you decide to introduce us to them. All donor-related correspondence can be branded with your name to reinforce your connection. As planned giving advisors, we keep your staff up-to-date on any planned giving related issues.
Seamlessly Integrating Our Planned Gift Administration Services
Cornerstone’s competitive advantage in providing investment advisory and planned gift administration services on Gift Annuity Funds, Charitable Trusts, and Donor Advised Funds lies within the seamless integration of our investment management and administration services. Developing the investment policy for each Gift Annuity Fund, Charitable Trust, and Donor Advised Fund guides the investments and ensures the trust's objectives are met. Over 30 years of experience administering planned gifts have allowed Cornerstone to develop best practices to control overall cost, maximize investment income, efficiently make distributions, and ensure that tax reporting is timely and accurate. Our team of planned giving advisors and investment consultants is available to talk with your donors regarding their Gift Annuity Fund, Charitable Trust, and Donor Advised Fund, and you can be assured that our representation will mirror your values.
Seamlessly Integrating Our Planned Gift Administration Services
Cornerstone’s competitive advantage in providing investment advisory and planned gift administration services on Gift Annuity Funds, Charitable Trusts, and Donor Advised Funds lies within the seamless integration of our investment management and administration services. Developing the investment policy for each Gift Annuity Fund, Charitable Trust, and Donor Advised Fund guides the investments and ensures the trust's objectives are met. Over 30 years of experience administering planned gifts have allowed Cornerstone to develop best practices to control overall cost, maximize investment income, efficiently make distributions, and ensure that tax reporting is timely and accurate. Our team of planned giving advisors and investment consultants is available to talk with your donors regarding their Gift Annuity Fund, Charitable Trust, and Donor Advised Fund, and you can be assured that our representation will mirror your values.
Whatever your financial need, Cornerstone Management connects you with a team of professionals who will help your organization grow and thrive.