Donor Services & Resources

Charitable Planning

Many donors know they want to make a difference in their community, but they are unsure of how and to whom. One of the most utilized services at ACT is our consulting expertise. ACT staff maintains complete objectivity as we guide donors through the discernment of how to translate their passions into a philanthropic giving program. Through in depth conversations focused on donor objectives and motivations, you can have a highly articulated and actionable plan which will meet you goals.

Family Philanthropy Counseling

You may be part of a larger family who need to make decisions about philanthropy. Often a third party can assist in bringing all members and/or generations together to determine their desires and hopes for long term giving. From years of experience of working with donors and grant seekers, the ACT staff can help facilitate a harmonious and cohesive discussion that focuses the diverse interest of family members toward a unified family philanthropy program that is beneficial to your passions and rewarding to you and your family.

Custom Investigation and Field of Interest Research

Individuals who want to know more about certain organizations or investigate areas of particular interest may access the expertise of the ACT Staff to perform customize research. Whether on a particular issue or a specific nonprofit, ACT staff can provide an in-depth research report enabling you to make an educated philanthropic decision. ACT staff can also assist in coordinating site visits to non-profit organizations.

Strategic Giving and Outcome Assessment

Once you know how and to whom you want to direct your charitable giving, ACT staff can also work closely with you for implementation. We can work closely with you to select the best gift vehicle for meeting your goals, taking into full consideration of key legal and tax implications. Then throughout your lifetime, you can evaluate progress toward your goals and enjoy the gift of giving!