Our services
Between 1998 and 2052, $41 trillion will be transferred through settled estates. Partnering with PhilanthroCorp will allow your organization to harvest significant testamentary gifts while strengthening relationships with supporters by providing them a service they will greatly appreciate.
What we provide
The PhilanthroCorp estate planning services are customized to meet each client's unique needs and opportunities; however, the following components are central to our relationship with you.
Whether we are reaching supporters by direct mail, phone or in-person seminars, Zoom presentations or by other means, we can provide a large variety of unique marketing materials for you to use that will ensure that your supporters understand and appreciate the value of our comprehensive estate planning. This typically motivates them to request a personal consultation to discuss their planning needs.
Estate planning requires time and communication. Our talented team of schedulers work across several time zones to promptly contact supporters who have requested help, set and confirm appointments for our estate planning specialists and stay in touch with supporters so that they remain engaged until their planning is completed and their gifts or estate documents are confirmed.
After the supporter has requested help in creating a comprehensive estate plan, one of our estate specialists is assigned to advise them until all questions are answered and their desire for help is fully met. Engagement times with each supporter typically last between three and eight months, depending upon the complexity of their needs and the life situations encountered.
PhilanthroCorp has developed a national network of Christian attorneys who are specialists in drafting charitable estate documents and are licensed in their states. These attorneys understand the heart and motivation of those we are working with and have agreed to furnish professional services in both a timely manner and at reduced rates. This feature removes the hurdle which supporters often face in completing their legacy plan.
We know that your supporters are immensely valuable. When we have completed our service to them, we ask about their experience and opinions to ensure we have met all expectations. These results are shared with you, our client.
Sometimes, estate gifts are difficult to quantify. To help you evaluate gifts and progress, each month we report to you gifts that are in planning and gifts that have been completed and confirmed by executed estate documents. This is an easy method for you to regularly monitor and measure your investment in our services.