Brad Carlson & Associates, Ltd.

Planned Gifts

Considerable press coverage has been devoted to the trillions of dollars from estates expected to be passed on from one generation to the next in the near future. Of this transfer of wealth, many individuals have included not-for-profits in their estate plans.

Today, not-for-profits receive more from deceased individuals’ estates than from corporate contributions. Are your organization and those you serve benefiting from this significant source of support?

Who are the individuals who make the best prospects for planned gifts? How do you successfully solicit them?

Brad Carlson’s experience with planned gifts began in 1993. Let Brad Carlson & Associates, Ltd. help your organization establish establish a successful planned gift program to help ensure a better financial future for your mission. Or, if you have a program that is not doing well, a review for a “tune-up” might be in order.

Planned Giving