What We Do For You
We work alongside you to develop a strategic plan for marketing to your donors. We equip you with the right tools, help you identify the right people, and set specific goals and objectives so that you can perform an effective planned giving campaign.
Our company offers value added services to each organization we partner with that includes a seasoned team with the knowledge to guide you in the areas of tax planning, estate planning, legacy planning, retirement planning, and charitable giving. We will work hands on with your donors to perform a needs assessment and deliver on the specific areas of planning for the future that are most important to them. Ultimately, for you, we will create a network of individuals that are positioned financially to perform greater acts of benevolence in alignment with your organization's goals and objectives.
In addition to our highly focused team, we also are able to offer you focused marketing services to help you promote your campaign. We will give you access to collateral, resource kits, and analytics that you will need to perform regular engagement with your donor base. Essentially, what we can deliver for you is unique and effective for your planned giving needs because we have all the bases covered under one umbrella at Carolinas Wealth Management!
Overall, our vision at CWM is to deploy our team to serve people, build relationships, and deliver guidance that will optimize the financial outlook for all families with an emphasis on expanding charitable giving.
How We Do It
We offer complimentary dinners and lunch-n-learns to educate your donor base on the importance of revisiting and revising their life and financial decisions. Our seminars and complimentary second opinions include details on how to use assets and monies associated with life insurance plans and estate plans to help others.
We Equip You To Engage!
We offer you a strategic guide customized to help you achieve your goals. Based on your needs, we will provide you with materials that include:
- Outreach letters to donors
- Online resources for donors to ask questions and seek advice
- Events marketing to build community and share information
- Opportunities to offer your donors one-on-one financial assessments