Philanthropic Giving

The PAL Project Endowment Building Program is designed to help HBCUs increase external funding.  The goal of the PAL Project Endowment Building Program is to strengthen the culture of fundraising and gifting among HBCUs.  Some of the strategies we use include:

  • Estate Planning & Life Insurance Review
  • Financial Planning Analysis
  • 1040 Federal Income Tax Review

Philanthropic planning can work effectively as part of an overall financial strategy because it allows the donor to set goals for their giving.

Planning their philanthropic activities also helps donors ensure that their money is being used as they intended and that their gifts make the most impact.

The Endowment Program is designed to simplify the process of adding a robust, marketable, and effective planned giving campaign or to boost an institution’s existing planned giving campaign.

These strategies have been successful at finding new dollars that the donor can use to support a Capital Campaign.


Maximizing Gifts to Build Endowments

We have developed relationships with industry leaders in estate planning and growth strategies.  One of those leaders is NIW Companies.  

NIW specializes in innovative estate, business, and retirement planning solutions for high net worth professionals.  Their team combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost effective.  NIW, knows that value cannot be achieved unless solutions are truly sustainable in all aspects. This commitment to excellence has enabled NIW to secure over $4 billion in loans and to achieve the highest persistency rate in the insurance industry.