Planned Giving


Planned Giving

“It is more difficult to give money away intelligently than to earn it in the first place.”

— Andrew Carnegie

At Summit Financial Group, we help select charities secure their financial future by systematically growing endowments through a proactive planned giving program that introduces donors to the benefits of including charity in their planning and motivates them to take action.

It is a way to educate and inform potential donors to view their wealth as a conduit for leaving a legacy based on the fingerprints of their life values. The Summit Financial Group Planned Giving Team, which includes Steve Wilcox and Brendan Noonan, speaks with authority on the impact of philanthropy using insightful examples based on the knowledge and experiences of well-known authors, industrialists, and wealthy families from America’s past and present.

For non-profit organizations, Summit Financial Group is a qualified and charitable-minded catalyst for motivating individual donors to meet community needs and support organizations they already love, while helping achieve their personal goals.

The program is customized by our philanthropy experts specifically for your non-profit organization in a way that best serves your mission and purpose. A typical engagement may include educational seminars or presentations, newsletter articles, or strategies tailored to your needs. Events are hosted by the non-profit organization and presented by our team.

For more information about planned giving, contact our team at Summit Financial Group today.