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Professional Adviser Planned Giving Website

You can now link 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
Professional 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 1,200 page, 12-chapter resource is accessible through a detailed table of contents and key word search and retrieval.
  • The service is updated every two months and includes the bi-monthly Analysis and Comment Newsletter, which covers new developments,  cases and rulings in gift planning.
  • The CGTS also includes IRS Forms and specimen gift documents.

Additional Features
  • We add new articles to the "Gift Planning Tips" each month and archive  the older articles for six months.
  • "Facts about Us" is customized with your organization's information.
  • "Free Publications" highlight any publications you currently have  available to your professionals.
  • "Applicable Federal Rates" are updated each month.
  • Optional Component – Gift Calculator


Sample of Standard Website:
Elkhart Community Foundation

 


 

Custom Websites

  • Includes everything in the Standard Website, and it would be designed to match your current site in look,  feel and color.
  • The site can be customized to include your copy and photos on most pages.
  • You can add or delete keys to your site.
  • Your Professionals can sign up to receive the "Gift Planning Tips" by e-mail each month.
webpage samples

Samples of Custom Websites:

KQED
George Fox University
National Osteoporosis Foundation
Mercy Home for Boys & Girls

Click here to receive pricing and additional information.
Click here to go to the Donor Website.

minnesota medical foundation kqed

 

planning for the future foresight stepping stones erskine usm maryville NOF KQED George Fox University