Freeman, Freeman & Smiley LLP

Service Details

Donor and Prospect Advisory Services

  • Individual Donor Consultations and Proposals
    Meet with donors and advisors; prepare individual proposals; review proposals or plans prepared by outside advisors; technical or marketing support for fund-raising staff.
  • Consultation with Donor Advisors
    Assist professional advisors of donors and prospects, including review of proposed gift instruments.
  • Tax Deduction Reports or Proposals
    Prepare actual or potential tax deduction reports and gift proposals for use by staff or donors.
  • Planned Gift Instruments
    Prepare trusts, gift agreements, pledge agreements and language for wills or living trusts designed for specific donors and prospects.
  • Planned Giving Seminars to Donors and Professionals
    Present planned giving concepts and techniques to donors or professional advisors, through seminars, workshops and intensive training sessions.