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How It Works
At Fulcrum, we realize that a robust planned giving effort that started 25 years ago would today be producing dramatic results. For most, this is not the case. Therefore it is essential that the effort begins today. Fulcrum does not replace your planned giving or development staff, we supplement their work.. The opportunity is so huge that no staff can handle this effort on their own especially when they are continually distracted by annual fund issues. Fulcrum expands your reach through a systematic, customized approach.

This includes:
  • Turn-key, Customized, Communication to Effectively Surface Donors
  • Unlimited "no cost" Charitable Estates and Bequests for Estates under $5M via the Fulcrum "My Legacy Planner"
  • Customized planning for Charitable Estates and bequests for selected donors
  • Current Gifts identified and cultivated resulting in increased current revenue
  • Fulcrum Manages the Process: Minimize Cost/Minimize Hassle to Free you up to Manage the Relationships with your Donors
  • Fulcrum Services are Scaled to your Institution's Budget and Objectives
CLIENT NEEDS ADDRESSED BY FULCRUM INCLUDE:
  • Donor Identification and Relationship Building
  • Current Planned Gifts - From Assets
  • Future Planned Gifts - From Assets
  • Proven, Professional Planned Giving Process
  • Minimize Hassle Minimize Cost
DONOR NEEDS ADDRESSED BY FULCRUM INCLUDE
  • Thoughtful Distribution of Estate - "Stewardship"
  • Transfer Ideal Gifts to Heirs
  • Tax Minimization
  • Transfer Gifts to Charities
  • Process to Minimize Cost and Hassle
THE FULCRUM PLANNING PROCESS INCLUDES:
  • Look at Current Tax and Inheritance Outcome
  • Gather Goals from Donor (Inheritance, Philanthropy and Tax)
  • Develop Creative Alternatives
  • Review with Donor and their Advisors
  • Walk Through Implementation
  • Identification and Cultivation of current gifts
Learn more about the Services we Provide and Our Leadership Team.