Significance Services:

Significance empowers philanthropy for individuals by enabling them to work with their professional adviser team in the creation and management of charitable plans.  Clients in the Charitable Network Services that Significance supports are: individuals, donors, philanthropists, families, nonprofit organizations, investment advisers, financial planners, attorneys, accountants, tax advisers, insurance representatives, trust officers, and charitable fund raising consultants.

The services cover philanthropic consulting, education and a management services network. Specific services include:

1.  Creation and management of the following types of charitable gift plans –

  • Charitable Foundations (corporate and trust form)
  • Donor Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Fund Trusts
  • Charitable Gift Annuities
  • Endowment Funds

2.  Philanthropic Education –

  • Speaking engagements
  • Workshops and Seminars
  • Training resources and curriculum development  

3.  Philanthropic Consulting –

  • Charitable Gift Planning Assistance
  • Family Foundation Programs and Succession Planning
  • Charitable Foundation Strategic Initiatives

Significance LLC

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