Helping charitable organizations raise the bar on giving in order to meet substantial long-term needs
Fiat Advisory empowers charitable organizations by partnering with them in their fundraising efforts. With FIAT ADVISORY’s resources geared towards supporting the organization’s sustainability and growth, these organizations benefit materially from the augmented use of life insurance as a powerful leveraged charitable giving strategy.
FIAT ADVISORY becomes a partner in expanding the use of the life insurance strategy in the charitable organization’s planned giving arsenal. Typically, the life insurance strategy is combined with other sensible financial, estate planning and communication methodologies that not only are conducive to the long-term fundraising process, but which also serve to plant the seeds of future prosperity that will eventually blossom into a nexus for subsequent generations.
FIAT ADVISORY, as a practice, collaborates closely and deliberately with qualified nonprofit institutions to achieve long-term capital fundraising goals. FIAT ADVISORY recognizes the crucial roles that relationship and development executives play in orchestrating major planned gifts for their institutions. FIAT ADVISORY’s experience is that deferred charitable giving with life insurance is not a zero-sum proposition. That is, deferred giving need not come at the expense of current giving. In fact, FIAT ADVISORY’s experience is opposite — that the increased use of life insurance for deferred charitable giving invariably leads to increased current giving.
Whether the charitable organization’s quest is to build endowment for infrastructure, operations, services, fiscal strength or contingency, FIAT ADVISORY is committed to providing a solid and attractive life insurance strategy to elevate the planned giving transaction to the next level. Bottom line, FIAT ADVISORY is committed for the long-term to being a catalyst and partner in the flowering of philanthropic consciousness.