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 Services Network 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 –

  • 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 –

  • Nonprofit Management and Operational Diagnostics
  • Endowment Building and Major Gift Development
  • Charitable Gift Planning Assistance
  • Nonprofit Current & Deferred Gift Marketing and Promotion
  • Nonprofit Board Retreats and Workshops
  • Nonprofit Organizational Policies and Structure
  • Nonprofit Governance, Management, and Strategic Planning
  • Nonprofit Advancement Diagnostics
  • Professional Adviser Charitable Gift Planning Training and Assistance

Significance LLC

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