Concierge Gift Management Services

Streamline
Your Giving
for Greater Kingdom Impact

Charitable giving of cash is pretty simple and straightforward, but since high-capacity families have over 90% of the wealth they steward in noncash assets, optimizing Kingdom giving can get a good bit more complicated than simply writing a check. The legal and financial requirements of making noncash gifts can be very complex and if not done properly can be a total disaster for the organization and for the steward who made the gift. We take all that complexity off the shoulders of both the giver and the recipient and handles all the details of the gifting process. Our services open the doors to exponentially increased giving opportunities for high-capacity families.

Why Choose Us

Why Choose Us

Strategic gift planning can often seem quite complex and sometimes even feel overwhelming. Choosing who to work with to assist in facilitating these advanced and complex kinds of gifts can be considerably challenging. Here are the two essential issues that you will want to consider when selecting an organization to work with:

#1 – Is the organization aligned with my personal faith and a sound biblical worldview? SRG is managed by born-again Christians and exist to assist Christian families with their short term and long term gifting strategies. The organization operates from a biblical worldview and exists to help you to advance the Kingdom as the Lord directs.

#2 – Is the organization skilled and experienced in handling highly complex gift transactions? We have well over 30 years of professional experience in handling even the most complex gifting strategies. Our team are experts in the tax laws and all the rules and regulations that must be followed to successfully complete these sophisticated charitable strategies. There is no strategy, charitable planning tool, or unique asset that we cannot assist in gifting to advance the Kingdom.

“In the same way, let your light shine before others, that they may see your good deeds and glorify your Father in heaven.”
Matthew 5:16

We Help You
Streamline

Gift acceptance policies
Gift approval checklist - developed and managed
Administration of all needed legal entities and tax forms
Administration the actual receipt of gifts
Administration the liquidation of noncash gifts
Administration the noncash gifts that are not liquidated
Administer of charitable tools/strategies (i.e. Charitable Remainder Trusts, Pooled Income Funds, Donor Advised Funds, Charitable Lead Trust, Life Estate Agreement)
The Filing of all needed “Foundation Tax Returns”
The Distributions of funds to individuals and/or ministries

We Help You
Streamline

Biblical-based Concierge Gift
Management in Three Guided Steps

Get Started Today

Fill out this form and you’ll be one step closer to maximizing Kingdom Impact

Get Started Today

Fill out this form and you’ll be one step closer to maximizing Kingdom Impact