Services
McKinley Carter Philanthropic Advisors offers a wide range of structured services based on the size of the endowment under management.
These services include:
Endowment management policies and guidelines: For setting management strategies and parameters
These policies and guidelines set the parameters for the management of endowment funds, placing control of these funds in the hands of the organization. They also define the expected returns of each portfolio manager and the set proportions of funds to be invested in equities, fixed income instruments, and the amount of cash needed at different intervals.
Planned giving manuals and plans: For educating, directing, and promoting
The tutoring manual is an educational document that explains the characteristics of various planned giving instruments. It details when best to promote charitable gift annuities, bequests, charitable remainder unitrusts, and other instruments. It also defines the market for each instrument. Additionally, there is the planned giving marketing plan, which describes, in detail, when and how to promote and market planned giving programs.
Financial planning manuals: For your attorneys, CPA(s), brokers, and other professional advisors
McKinley Carter Philanthropic Advisors works with you to customize a planned giving manual that provides detail regarding how your organization can be included in an individual's estate plan. It serves as a road map for the professional advisor by making suggestions on how to endow certain programs and contains specific language for attorneys, trust officers, and other professional advisors in naming your organization in their client's financial plan.
Preparation of promotional planned giving material: For external outreach and fundraising
Once a strategy is in place, non-profits often don't have the staff or expertise necessary to implement effectively. We can help by producing a series of materials to promote bequests, annuities, charitable trusts, life insurance, and other appropriate gifts – all individually written and designed to reflect the character and essence of your organization.
Presentations to organizational boards: For educating your board or trustees
It is important for each board member to understand the importance of an endowment and the significant role planned gifts have in its growth. We can help with customized educational presentations that detail the possibilities.
Training curriculum for staff: For educating your staff
Educating the entire staff is critical to creating an efficient development organization. We provide the foundational training that will allow each staff member to make the most out of each planned giving opportunity. These training sessions range from one to four sessions depending on the size of staff and the size of endowment under management.
Cultivating organizational donors: For growth and sustainability/strong>
Because of the complexities of various programs, you need someone who completely understands the nuances of planned giving to properly approach and cultivate donations. McKinley Carter Philanthropic Advisors can handle all aspects of this outreach, in some cases even making cultivation calls to prospective donors.