Planned Giving Administration

Cornerstone was founded in 1991 by several professionals seeking to provide investment consulting and planned giving administration services to the Christian nonprofit community.  The founders’ desire, which continues through our current team, is to bring independent, unbiased expertise to nonprofits for these important, challenging functions.

The turnkey integration of investment consulting and planned gift administration services provides efficiencies that benefit both our clients and their donors.

Professional business team working together, they are sitting at desk and using a laptop, teamwork and technology concept

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 trust and pools of assets for which the ministry has responsibility. We seek to provide support to development officers and to enhance 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, and 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 the mission of our clients, which means we seek to provide our planned gift administration services in the most affordable manner possible to maximize their institutional resources.

Professional business team working together, they are sitting at desk and using a laptop, teamwork and technology concept

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 trust and pools of assets for which the ministry has responsibility. We seek to provide support to development officers and to enhance 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, and 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 the mission of our clients, which means we seek to provide our planned gift administration services in the most affordable manner possible 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 full 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, charitable trust, donor advised fund, endowment, and other deferred gift programs. Our processes are “white labeled” and designed so that your donors need not 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.

Open Holy Bible on a old wooden table. Beautiful orange wall background.
Open Holy Bible on a old wooden table. Beautiful orange wall background.

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 full 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, charitable trust, donor advised fund, endowment, and other deferred gift programs. Our processes are “white labeled” and designed so that your donors need not 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.

Business partnership coworkers using a tablet to analysis graph company financial budget report and cost work progress and planning for future in office room.

Seamlessly Integrating Our Planned Gift Administration Services

Cornerstone’s competitive advantage in providing investment advisory and planned gift administration services on Charitable Trusts, Gift Annuity Funds, and Donor Advised Funds lies within the seamless integration of the investment management and administration services we provide. The development of the investment policy for each Charitable Trust, Gift Annuity Fund, and Donor Advised Fund guides the investments and ensures the objectives of the trust are met. Our over 30 years of experience in administering planned gifts have allowed Cornerstone to develop best practices to control overall cost, maximize investment income, make distributions in an efficient manner, and ensure the tax reporting is done timely and accurately. Our team of planned giving advisors and investment consultants is available to talk with your donors regarding their Charitable Trust, Gift Annuity, or Donor Advised Fund, and you can be assured that our representation will mirror your values.

Business partnership coworkers using a tablet to analysis graph company financial budget report and cost work progress and planning for future in office room.

Seamlessly Integrating Our Planned Gift Administration Services

Cornerstone’s competitive advantage in providing investment advisory and planned gift administration services on Charitable Trusts, Gift Annuity Funds, and Donor Advised Funds lies within the seamless integration of the investment management and administration services we provide. The development of the investment policy for each Charitable Trust, Gift Annuity Fund, and Donor Advised Fund guides the investments and ensures the objectives of the trust are met. Our over 30 years of experience in administering planned gifts have allowed Cornerstone to develop best practices to control overall cost, maximize investment income, make distributions in an efficient manner, and ensure the tax reporting is done timely and accurately. Our team of planned giving advisors and investment consultants is available to talk with your donors regarding their Charitable Trust, Gift Annuity, or 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.