NO, in fact the opposite! Data shows that once a major donor has made a planned gift to the Non-Profit (via a Legacy Trust, Endowed Gift, Pledge, Bequest, etc.), their annual gifts to that organization increase by an average of 77%! (Dr. Russell James, J.D., Ph.D., CFP, “Charitable bequest fundraising: New results from 100 years of national data.”)

YES. Traditional Cash Endowments build very slowly and cannibalize millions of critical donor dollars needed within the current mission. Moreover, bequests are revocable, and most Letters of Intent are never fulfilled. A campaign to build legacy funds via bequests is a false hope and low impact strategy.

YES. For years, the nonprofit community has been yearning for a guaranteed revenue tool as a long-term “Legacy Giving” solution. The Ripple Plan™ is a new sophisticated structure that fills this void and helps to eliminate your Donor Revenue Risk.

BOTH are critical for your organization’s financial health and sustainability… Giving Campaigns are for near-term needs, and The Ripple Plan™ is transformational and provides guaranteed long-term revenue.

Your #1 Mission risk is NOT solving your Donor Revenue Risk. Few nonprofits have any source of permanent recurring revenue, and only 1 in 9 nonprofits prioritize an Endowment that truly secures their future.

From start to finish, it takes about 4-6 months. It’s best to move quickly. . . progress is driven by relationships and vision, not time.

Zero — there is no cost to the nonprofit, period! Our time and expertise is our gift to you because we believe in your mission and its long-term impact on the community.

YES, starting back in 2017, multiple law firms and life insurance companies have reviewed the Ripple Plan™. Accordingly, over $40M+ has been implemented across a wide variety of charitable causes.