Services...


Meeting a Wide Range of Needs

There are three primary client groups that we serve: The planning client; the professional advisor community including CPA's, attorneys, financial planners, insurance agents and investment advisors; and the philanthropic or charitable community.

Our group offers a virtually unlimited list of capabilities because of our vast industry networking. Within our alliance are companies of all sizes and disciplines. The companies and services of providers are selected based upon our actual experience with them. They are pre-selected for you, reducing fear and anxiety of your selection, and removing costly time consuming interviewing, due diligence and research. Contact us for more info.

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Description of Services

  • Informative seminars on tax exempt strategies and related topics directed toward professionals, the public and existing support base, to attract donor opportunities
  • Develop existing donor opportunities toward planned gift level
  • Augment the existing staff and organizational programs
  • Cultivate new donor gifts, recommend gift strategies, technical process of gift planning and strategy
  • Access to gift administration support
  • Resource of professional advisor expertise


Educational Seminars

The ultimate purpose of the educational series is to attract the interest of participants to unique tax-exempt strategies and the favorable advantages of charitable and planned giving.

Seminars are geared towards:  
  • Board of director education
  • Staff development
  • Professionals; (CPA’s, Attorneys, Financial Professionals, other providers of services)
  • Donors (prospective donor marketing, existing donor appreciation).
  • Charities: Developing your Advisor network


Seminar Planning and Management
  • Knowledgeable presenters and speakers
  • Invitation coordination
  • Guest follow-up and responses
  • Coordination of facilities, meals, etc.
  • Preparation of seminar materials
  • Follow up with guests to cultivate and motivate planning opportunities



Cultivating Major/ Planned Gifts

The focus of MJHunter philanthropic activities is identifying and cultivating planned giving opportunities for the client organization. Efforts are placed upon building relationships, identifying opportunities and motivating in favor of a current gift, planned gift or major gift.




Schedule of Fees

Single Seminar:  $1500

Seminar Program:  $4050
Consists of three seminars or workshops on topics of interest to the following groups:  
  • Board of Director education
  • Staff Development
  • Professional
  • Potential donor

MJ Hunter Philanthropic Marketplace:  $3000 per month
Continuing monthly commitment:  
  • Seminar Program
  • Tax Exempt Planning support
  • Access to professional resource groups
  • Tailored planned giving support