- Goal and objective establishment
- Gift design
- Gift processing investment management services
- Accounting and recordkeeping
- Tax preparation management
- Beneficiary distributions
- Fiduciary education
- Donor and gift officer support
Strong service. Integrated support. Leadership. If your organization has a planned giving program, you know that these are three required attributes of your partners.
Cornerstone has been managing planned giving assets for almost two decades. Our team’s goal is to create an environment in which your development staff can do what they do best — steward donor relations. We are your back office.
We have created a turnkey solution that integrates our open architecture investment platform with administration provided by PG Calc, a leader in the planned-giving industry. From processing payments for donors and maintaining regulatory compliance, to distributing tax information and providing gift design support, we can provide your organization with intelligent gift management.
In today’s competitive marketplace for donors, you need to provide attractive solutions for those looking for them. However, a poorly run program will hurt your institution much more than not having one at all. Because of this, you need a partner you can trust now and into the future. Cornerstone is that firm.