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Professional Adviser Planned Giving Websites

Link your institution's site to R&R Newkirk's Professional Adviser Website and provide your allied professionals with a wealth of information including the Charitable Giving Tax Service – a comprehensive reference guide to charitable giving for advisers and gift planners.

Standard Website

  • We add your logo to our design.
  • Opening page can be customized with your text or we insert your name and information into our text.

Charitable Giving Tax Service

  • Your banner will appear at the top of every page of the Charitable Giving Tax Service.
  • Professionals will register the first time they use CGTS. This will allow us to e-mail monthly reports to you on users and the frequency of use by each professional.
  • The 12-chapter resource is accessible through a detailed table of contents and key word search and retrieval.
  • The service is updated continuously and includes the Analysis and Comment Newsletter, which covers new developments, cases and rulings in gift planning.
  • The CGTS also includes links to IRS Forms and specimen gift documents.

Additional Features

  • We add new articles to the "Gift Planning Tips" each month and archive past articles for six months.
  • The Gift Planning Advisers' Grid provides detailed information on each gift technique.
  • "Facts about Us" is customized with your organization's information.
  • "Free Publications" highlights any publications you currently have available to your professionals.
  • "Applicable Federal Rates" are updated each month.
  • Optional Component – Gift Calculator

Custom Websites

  • Includes everything in the Standard Website, and is designed to match your current site in look and color.
  • The site can be customized to include your copy and photos on most pages.
  • You can add or delete pages on your site.
  • “Designing Charitable Gifts” allows your advisers to compare different gift options to meet their clients' goals.
  • Your professionals can sign up to receive the "Gift Planning Tips" by e-mail each month.

For samples and pricing information, click here.

What our clients are saying:

“The R&R Newkirk customized website for our charity has definitely developed more of an awareness of our planned giving program through the website, both with our donors and professional advisors.  Advisors and donors have used our PG Gift Calculator 56 times since our launch in 2009 primarily to get benefit information about our charitable gift annuity plan. In addition, advisors can request more in-depth illustrations on other types of planned gifts. Also, advisors have been able to learn about our CE Seminars, and donors are able to find out about estate planning seminars for donors and have registered to attend. The advisors also take advantage of the online Charitable Giving Tax Service (technically accurate, but written in plain English) at no charge to them through our R&R Newkirk planned giving website.  With the customization by R&R Newkirk, the planned giving portion of our charity's website blends right into the rest of our website. We are also able to list our planned giving committee members and members of donor societies. We also list our semi-annual planned giving newsletter on the site.  We particularly like the fact that our donors can request to have e-brochures e-mailed to them from a comprehensive list of brochures provided by R&R Newkirk. In this day and age, charities must have an up-to-date planned giving website for the education and motivation of their constituency, and we feel that R&R Newkirk does a great job in designing and updating our planned giving website.”

Richard H. Johnson, J.D., CFRE
Gift Planning Counselor
VNA & Hospice Foundation, Vero Beach, Florida