Bradford Capital Advisors, 11 Bradford Pl, Passaic, NJ 07055, US

Planned Giving Advisors LLC is a leading firm based in Passaic, NJ, specializing in providing uncensored news, commentary, and experiences from the planned giving world. With over 32 years of experience in the industry, the founder of Planned Giving Advisors LLC has witnessed the evolution of planned giving and understands the importance of adapting to changing times. While complex gifts like CGAs and CRTs are not as prevalent as before, the firm has shifted its focus to marketing and promoting legacy giving, which now constitutes the majority of their work. However, the challenge lies in achieving immediate measurable results, as the return on investment for planned giving can often take years or even decades. To address this, Planned Giving Advisors LLC is considering taking a more hands-on approach by personally reaching out to prospects and closing gifts on behalf of their clients. This proactive strategy aims to ensure that leads are pursued aggressively and that the total dollar amounts confirmed are reported back to the clients. The firm also offers webinars and training programs for fundraisers who are looking to get started in planned giving. Their upcoming webinar, "Avoiding Estate Plan Family Feuds and Other Disasters," will provide valuable insights into estate planning best practices, helping fundraisers engage in more meaningful discussions with older donors. By participating in this webinar, fundraisers can enhance their understanding of the estate planning process and position their nonprofit as a preferred choice for donors considering planned gifts. Additionally, Planned Giving Advisors LLC is launching an interactive Planned Giving Boot Camp, a 4-part Zoom program designed to equip fundraisers with the knowledge and skills necessary to excel in the field of planned giving. Limited to 25 participants, this program offers a unique opportunity for individuals to ask questions, interact with each other, and receive 6 CFRE credits upon completion.Generated from the website