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Services
OUR TECHNOLOGY SUITE SERVES THE NEEDS OF THE CHARITY AND THE DONOR CREATING THE ULTIMATE "WIN/WIN"
My Legacy Planner (MLP)
The MLP is a state of the art online platform which allows donors in the comfort of their own home to answer basic questions related to their estate plan. This platform, which takes about 10 minutes to complete, and is fully secure, will then give the donor a summary of their net worth and tax liabilities. The tool will also introduce donors to charitable options designed to reduce taxes. Donors can print a summary document to take to an attorney for implementation.

The MLP is a service that charities subscribe to. There is no cost to the donor and no additional cost to the charity no matter the volume of use. Imagine a donor service that helps eliminate taxes and increase charitable opportunity. Every charity in America needs to be engaged in these discussions. Every day that charities delay, costs them millions of dollars in lost opportunities.

The Giving Crowd
The Giving Crowd is unlike any other technology in the non profit world. This client facing platform is the way a charity tracks and manages activity on their MLP. It provides real time updates of all donor activity. The Giving Crowd is also a communication tool allowing a charity to "market" the existence of the MLP to their donors. The Giving Crowd is a powerful marketing tool that provides full analytics so charities can measure their effectiveness and compare themselves to others.

Coaching Services
We know this is new. We know that you don't feel like you have the expertise to discuss planned giving strategies. We know that you are busy with all the other duties of a non profit leader. That's why we coach you along the way. Our goal is to help you "serve the masses and surface the few".
  • Fulcrum manages a pre-approved marketing plan.
  • Fulcrum client service representative reviews results and plans for strategic responses to donor interests.
  • Fulcrum responds with the client to the "few" that are surfaced in the technology.
  • Fulcrum leadership is available for on site activities at a reduced daily rate for staff training and donor meetings.
Consulting
Our consulting service offers more customization and more onsite time from senior level Fulcrum executives. This level of service allows our charity clients to expand an existing planned giving program or launch a robust planned giving effort for the first time. We will work closely with your existing staff to customize a strategy that maximizes your opportunity for current and future gifts. This level of service spotlights a "Merger of Disciplines" - a unique feature of Fulcrum Philanthropy Systems. The "Merger of Disciplines" cultivates current gifts while expanding your planned giving reach creating massive future gifts.

Our consulting services include:
  • Monthly onsite visits from senior Fulcrum executives for seminars and training with local legal and financial professionals
  • Seminars with staff, board and donors
  • Onsite one-on-one meetings with high net worth donors
  • Current gift identification and cultivation
Learn more about Our Story and How It All Works.