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.
Projects Completed
100+
50M+
Dollars
Raised
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
