Personalized Level


We work with you to create a complete Thoughtful Giving Plan, based on your needs and specifications. In addition to the services received from the Thoughtful and Planning Levels, we can:

Perform all administrative functions for you:

  • Accept applications, communicate with requesting organizations, and let        organizations know of your decision.
  • Track all requests received, donations given, and acknowledgments received for your donation.
  • Produce regular reports.

Facilitate employee involvement projects.

Research nonprofits tailored to your specifications, such as:

  1. Who are the nonprofits in your community?
  2. What is their mission?
  3. How long have they been a nonprofit?

Be the liaison between you and the nonprofits in your community.

Additional functions as agreed upon.