Services

WE ARE HERE TO HELP.

Expertise to assist your high net worth donors provide support for their favorite charity long into the future with an Estate Gift and counsel on Gift Planning for those appreciated assets and family gift planning. These planned gifts are a wonderful way for donors to provide for their families and favorite charity to meet their philanthropic goals. Ferrari Philanthropic Consultants, Inc. has an experienced team of gift planning professionals that can provide the help you need to work with donors in reaching their philanthropic goals. 

Planned Giving Services Icon for Ferrari Philanthropic Consultants in Orange County, California

We will help you by:

  • Providing expertise on Gift Planning techniques and strategies.

  • Designing, implementing and managing a Comprehensive Planned Giving Program.

  • Establishing gift acceptance policies.

  • Setting up your planned giving legacy society.

  • Providing gift tax illustrations.

  • Participating and contributing to donor discussions and facilitating charitable gift strategies.

We help you strategize your overall program...

Provide Training

on Estate and Gift Planning Techniques to Boards, Volunteers, and
    Fundraising Management Teams.

Development of a Bequest Program

Wills, Trust, Retirement Plan Assets - Cultivation
    and Solicitation.

Development of Gift Planninig Design Strategies

Charitable Remainder Trusts, Gift Annuities, Lead
    Trusts, Donor Advised Funds, Support Organizations, Private Foundations, etc. - Cultivation
    and Solicitation

Establishment of Endowments

Policies and Procedures.

Professional Advisors Program Development

 

Embarking on a Capital Campaign is a big step for any organization. Proper planning can make all the difference in the success of your fundraising efforts. Whether your goal is to fund a facility project, provide funding for expansion or to get a new program off the ground, Ferrari Philanthropic Consultants Inc. can provide guidance each step of the way. We can assist with:

Capital Campaigns Icon for Ferrari Philanthropic Consultants in Orange County, California
Organizational Readiness Icon for Ferrari Philanthropic Consultants in Orange County, California

Organizational Readiness

Determining Staff and Volunteer Needs Icon for Ferrari Philanthropic Consultants in Orange County, California

Determining Staff & Volunteer

Needs

Pre-Campaign Plannin Icon for Ferrari Philanthropic Consultants in Orange County, California

Pre-campaign

Planning

Develop Campaign Materials and Brochures Icon for Ferrari Philanthropic Consultants in Orange County, California

Develop Campaign Materials

& Brochures

Feasibility Studies Icon for Ferrari Philanthropic Consultants in Orange County, California

Feasibility

Studies

Campaign Management and Execution Icon for Ferrari Philanthropic Consultants in Orange County, California

Campaign

Management

& Execution

Goal Settin Icon for Ferrari Philanthropic Consultants in Orange County, California

Goal

Setting

Board Training Programs Icon for Ferrari Philanthropic Consultants in Orange County, California

Board Training Programs

Cost Estimates Icon for Ferrari Philanthropic Consultants in Orange County, California

Cost

Estimates

Case for Support Icon for Ferrari Philanthropic Consultants in Orange County, California

Case

for

Support

Working and partnering with philanthropy staff, FPC develops a campaign plan, works closely with your staff becoming an integral part of the team to help you design and implement a successful campaign. We provide strategic oversight and guidance on campaign execution. We work with philanthropy staff to maximize their effectiveness in all aspects of fundraising activities. Training programs are developed along with one-on-one counsel to energize staff and volunteers to be effective campaigners. To ensure success, we monitor campaign progress and suggest modifications of activities as needed to keep your campaign on target.

 

Embarking on a Capital Campaign is a big step for any organization. Proper planning can make all the difference in the success of your fundraising efforts and meeting your campaign goals. Whether your goal is to fund a facility addition or to expand critical programs, FPC, Inc.'s consultants can provide critical guidance each step of the way. We can assist with:

Capacity Analysis Icon for Ferrari Philanthropic Consultants in Orange County, California

Mid and Post Campaign Results

Managing campaign results at the mid point of the campaign allows adjustments to be made in the plan to ensure a positive outcome. FPC, Inc. provides both oversight of the campaign as well as analysis on the mid-campaign data for optimum results. This approach ensures that the institution remains on course with the plan or identifies areas where adjustments are needed based on results achieved. A post campaign review is helpful in that it offers analysis on the effectiveness of the plan based on results and whether or not the strategy provided the maximum result desired.

Annual Giving Capacity Analysis

FPC will analyze your institution’s Annual Giving objectives and results in a way similar to the Campaign Capacity Analysis so that goals and objectives can be adjusted to reflect a realistic annual giving potential of your prospective donors at all levels. By analyzing your institution's annual fund history and by reviewing the current giving potential of your constituents (typically by reviewing wealth screening ratings or by building custom predictive models), FPC, Inc. projects annual giving results in a more meaningful way.  

Planned Giving Capacity Analysis

Most established organizations have substantial potential for Planned Giving prospects. To realize that potential, FPC, Inc. will develop a success driven approach to get your program off the ground quickly and effectively. Our analysis reviews your institution’s planned giving history, consistency with donors, potential for future giving with a thorough review of prospects. 

 

We can help you determine realistic campaign goals and assess campaign readiness.

Organizations considering a capital campaign for a specific purpose such as building or purchasing or remodeling a facility should consider conducting a Feasibility Study prior to beginning the campaign and determine the potential for the desired goal. 

Feasibility Studies Icon for Ferrari Philanthropic Consultants in Orange County, California

A Feasibility Study can help determine the probability of success for a proposed project through an in-depth sampling of Board Leadership and donors who will provide feedback on the viability of goals being considered. In many cases, objections and concerns are uncovered providing valuable feedback to organizational leadership. The results serve to inform and prepare organizational leadership and staff to be well aware of the challenges prior to launching the campaign and be more effective in fundraising activities.

Feasibility Studies help to inform donors that a need is on the horizon and why plans are being proposed, and prepares to them to think about ways they can contribute. FPC, Inc. works with Board Leadership, donors and prospects to conduct a thorough and effective Feasibility Study that will help forecast the outcome of the campaign. 

 

Generating major gifts is an art and a science...

We can teach you the art and techniques of securing a major gift, how to build relationships and manage donors and donor prospects. The ability to generate and properly manage large donations determines the level of success of a nonprofit. FPC, Inc. has many years of experience with complex appreciated assets and can lead your staff and volunteers in learning how to close these important gifts.

Major Gift Fundraising Icon for Ferrari Philanthropic Consultants in Orange County, California

We have the expertise:

  • We have the expertise with appreciated non-cash assets and can advise your donors and donor prospects devising complex gifting strategies.

  • We will attend donor meetings and support gift solicitations or represent the organization on behalf of the staff.

  • We have the ability to answer complex tax and estate planning questions the Donor might have and to devise complex gift strategies. Our experience allows us to discuss non-cash gifts such as publicly traded stocks, closely held stocks, restricted stocks, bonds, residential, commercial and industrial real estate, etc. We are also experts in the field of charitable estate gifts such as wills, living trusts, charitable gift annuities, charitable remainder trusts, life estates, etc. as gift strategies for charitable organizations.

 

We can help you build a strong team.

A chain is only as strong as its weakest link. The time and money a nonprofit spends on training board members and volunteers is a wise investment. 

Training for Nonprofits Icon for Ferrari Philanthropic Consultants in Orange County, California

We provide training on:

Estate & Gift Planning

Techniques

We train major gift officers on the basics of Planned Giving to give them the tools necessary to identify potential gifts during meetings and cultivation events.

Major Gifts

Appreciated non-cash assets that include real property, stocks, bonds, and shares of privately held companies.

Fundraising Techniques to Boards & Volunteers

Raise the level of comfort in discussing potential gifting options and be able to deal with potential gifting moments.

Fundraising Management Teams

Collaborate with Major Gift Officers and Leadership in developing fundraising strategies, donor cultivation plans, maximizing donor relationships, fundraising techniques and methods.

 

Ferrari Philanthropic Consultants, Inc. is available to put their decades of experience to work for you. Call if you have questions about any of our services:

Help is just a phone call away...