HighGround Advisors recognizes that nonprofit organizations need an experienced team to provide sound charitable giving advice and planning services. Whether donors are interested in making a gift through their estate or exploring the possibilities of giving through a charitable trust or gift annuity, we provide information and comprehensive donor support every step of the way.

Services

Gift

Development

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We work with development staff, donors and professional advisors to implement planned gifts. Our goal is to meet the objectives of our clients and those who support them by offering guidance in the areas of compliance, governance, taxation, technical accounting and audit support.

Gift

Administration

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We offer full-service gift administration to meet the wide-ranging needs of nonprofit organizations. Our clients benefit from investments that are tailored specifically for each gift, and from detailed reporting available to them, their donors and trust beneficiaries. Each trust and gift annuity has a dedicated account administrator, resulting in top-tier customer service.

Research and

Education

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We believe in empowering our clients and their donors with information to make wise charitable giving decisions. We educate them on the latest and most comprehensive giving solutions backed by the best technology resources. We enhance our clients’ knowledge about investment and planned giving options through group training and one-on-one consultation.

Monitor

Legislation

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Our expert team of in-house lawyers specializes in nonprofit law and legislation. We believe it is important to provide protective guidance on state and federal compliance for our client institutions.

Donor

Relations

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We create long-term relationships by working with charitable organizations, their donors and donors’ legal and financial advisors to create strategies and plans to best accomplish planned giving objectives. We also work with development professionals to provide personalized service tailored to fit their needs.

Technical

Resources

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We offer a range of technical resources to our clients, including gift design, calculation of charitable tax deductions and investment strategies that meet the specific planned gift instrument.

Planned Giving Experts

Joe  Hancock, J.D., M.B.A.
Joe Hancock, J.D., M.B.A.
Vice President and General Counsel
Randy K.  Dixon, J.D.
Randy K. Dixon, J.D.
Associate General Counsel
Marion  Armstrong, J.D.
Marion Armstrong, J.D.
Associate General Counsel
J. Russell  Page, J.D.
J. Russell Page, J.D.
Associate General Counsel

Gift Vehicles

Qualified Charitable Gift Annuities

Individuals are able to make a gift of cash or marketable securities through HighGround Advisors for the benefit of charitable causes using a contractual agreement known as a qualified charitable gift annuity. The donor is guaranteed a set amount – an annuity – for life, and also receives a current income tax charitable deduction. The amount of the annuity is based upon the age of the income beneficiary or beneficiaries.

Please be aware that charitable gift annuities are regulated at the state level. Therefore, the laws and regulations governing the issuance of charitable gift annuities vary from state to state. HighGround Advisors will provide you with state-specific information in compliance with the laws of your state prior to issuing any charitable gift annuity.

Giving Calculator