OUR APPROACH

Fulfilling any nonprofit’s mission requires the plan, personnel, and intention to meet immediate budgetary needs. To sustain that mission for the future requires an integrated mix of organizational strategies. Our methodology focuses on strengthening existing infrastructure and organizational culture, training the fundraising team, developing an activist board of officers and directors and developing an effective fundraising program.

 

We identify and apply proven fundraising techniques as part of an integrated annual, major gift, endowment and planned giving fundraising strategy appropriate for the organization's stage of maturity.The ultimate objective is to establish a sound foundation for sustainability in mission and growth.

AFFILIATIONS

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Financial

Planning Association

Association of Fundraising Professionals

Estate Planning Council of Greater Miami

Partnership for Philanthropic Planning

Philanthropy

Miami

For any inquiries, questions or commendations, please follow us on Facebook, call our office, or fill out the following form

CONTACT

OUR OFFICE
INQUIRIES

3699 Bougainvillea, Ste 101

Coconut Grove, Florida 33133


Steven L. Schwartz

Principal Advisor

steven@philanthropicvisions.com

 

Tel: 352.262.3940

PLANNED GIVING TECHNIQUES 

Sustaining the Organizational Mission

Will Bequest

A will bequest is the donor’s direction in written form as to whom and in what manner property is to be distributed upon death.

Trust Bequest

A basic trust is a written arrangement where the donor gives control of assets to a trustee with instructions to manage the assets held in the trust.

IRA’s, RMD transfers and Retirement Accounts

Gifting through IRS beneficiary designations, making RMD transfers and Retirement Accounts

Life Insurance

Life insurance is a form of insurance that pays monetary proceeds upon the death of the insured covered in the policy.

Life Estate

The donor-owner may gift real estate to a charity while retaining the right to continue living in the residence for life or a specific time period.

Charitable Gift Annuity

The charitable gift annuity ("CGA") is a simple contract where the donor makes a gift during life and, in return, receives guaranteed fixed payments for life.

Charitable Remainder Trust

The donor-owner may gift real estate to a charity while retaining the right to continue living in the residence for life or a specific time period.

Charitable Lead Trust

A Charitable Lead Trust ("CLT") is a specialized trust arrangement where the donor irrevocably transfers assets to a trust. 

WHO WE ARE

We are a team of skilled development professionals. Each member of our team has a proven track record of success and expertise in both the public and private sectors. We collaborate with nonprofit leadership to assess your organizational needs and deploy solutions for actualizing your goals and fulling your mission.

 

Steven L. Schwartz, a community and organizational strategist, is the Founder and Leader of Philanthropic Visions. Most recently, Steven was responsible for establishing and directing Florida International University’s first Estate and Planned Giving Program. During his six year tenure as the Executive Director of Florida International University's Estate and Planned Giving division, he raised over $50 Million in Donor Philanthropic Investments. Steven’s background also includes 40+ years as a practicing Attorney and Mediator and as a University Professor focusing instructions on Law and Business.

MISSION

We educate and advise nonprofits on strategies to empower them in becoming self-sustaining, mission-driven organizations. We accomplish this by assessment, design, and implementation of integrated fundraising strategies as well as board development and donor cultivation and solicitation. 

 

We work with donors and their professional advisors to assess philanthropic opportunities that match donor-centric charities to donor personal and philanthropic goals.

 
 
 
 
 

CONSTRUCTING

MISSION DRIVEN FUNDRAISING STRATEGIES

Projects Completed

100+

50M+

Dollars
Raised
Strategy Plan Components

STRATEGY PLANNING

Sustaining the Organizational Mission

Examine a comprehensive list of the components necessary for developing a successful fundraising strategy

RESOURCES

Legacy Gift Intention

The form is completed to assure the donor that the gift will be used as the donor intends.

Legacy Gifting Info

This form is completed to help the donor and charity match the donor’s philanthropic goals with the charity’s programs.

Understanding and Motivating Donors

A “Short-Course” In the

Fundamentals of Being Donor-Centric

 
 

SERVICES

Analysis of Current Funding Mix and Strategies
Mission Statement Development
Introduction of New Fundraising Strategies and Giving Techniques
Annual Major and Planned Giving Techniques and Strategies
Staff, Board, and Volunteer Trainings
Methodologies for Identifying, Cultivating, Soliciting and Stewarding Donors
Hands-on Assistance with Donor Solicitations
Strategies for Collaboration with Other Organizations

© 2017 by Philanthropic Visions. Proudly created by Orange Umbrella Consultancy

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