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.
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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)
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: