Nonprofits
At Aligned Giving we understand the challenges nonprofit groups face in cultivating major gifts, planned gifts, endowment and donor-advised fund contributions. We partner with nonprofit organizations to enhance in-house skills and capacity, engage values-based donors, navigate complex gifts, and build long-term, sustainable planned giving strategies.
We help organizations bridge the gap between existing staff skill, board readiness and organizational capacity to realize significant donor impact.
Strengthening Your Mission Through Strategic Philanthropy
How We Work with Nonprofits
Support for Complex Donor Conversations
“Our donors are asking more sophisticated questions.” Questions about IRA gifts, DAFs, QCDs, appreciated assets, crypto and legacy gifts may challenge unprepared staff who don’t want to overstep legal or tax boundaries. Aligned Giving acts as a trusted resource behind the scenes or alongside staff to add confidence and credibility to donor conversations.
Donor-Advised Funds (DAFs)
A growing share of major gifts flow through DAFs and other intermediaries. We understand how donors and their advisors think about these vehicles and help you more effectively engage DAF donors. Learn to promote DAFs, how they work, identify donors, and increase multi-year gifts and bequests.
Charitable Legacy Planning
Charitable legacy planning is a confidential three-step process to learn donor’s values, clarify family legacy objectives and the organizations they support, and craft a non-biased plan to transfer assets consistent with donors values and impact goals.
Capacity Building and Staff Support
“Our development staff is stretched thin.” Fundraising teams are busy, often reactive, and resource-constrained. We supplement staff expertise without adding headcount to support donor strategy, preparation and follow-up. We can help your staff feel supported rather than overwhelmed. We provide one-on-one coaching, donor engagement, or help you overcome fear to support on-going and sustained significant fundraising.
Board & Staff Education
We provide customized coaching to build fluency around charitable tools, taxes, philanthropic trends, and donor psychology. We help gift officers engage confidently with donors about gifts of appreciated assets, DAFs, IRA QCDs, real estate gifts, gift annuities, charitable trust options, and other complementary planned giving instruments and techniques.
Thoughtful, Values-Based Legacy Conversations
“We want to grow planned and legacy giving without being salesy.” We help normalize conversations about legacy and long-term impact. We bring language that is donor-centered and mission aligned so that planned giving becomes an extension of gratitude and not a hard ask. Help board and staff feel more comfortable engaging in these vital conversations.
Donor Engagement Coaching
Support for development teams to have deeper, focused, values-based conversations with donors and prospects. We support confidential values based legacy planning for your donors and board members.