Planned Giving Plant sustainable rootswith planned giving A historic transfer of wealth is currently underway, with $124 trillion expected to be passed on from one generation to the next. With $18 trillion of that anticipated to become charitable donations, legacy and planned gifts will be among a nonprofit’s largest gifts they will ever receive. Don’t leave money on the table—now is the perfect time to leverage the power of planned giving. Orr Group has the expertise to support you in all areas of planned giving – from strategy to program management and administration. And we’re experienced in a range of creative planned giving approaches to help you get the most out of the present opportunity in philanthropy.
“ Orr Group has helped us see the bigger picture, understand planned giving best practices, and challenged us to integrate that into the life of Niagara going forward, which has been really significant.” “Orr Group has helped us see the bigger picture, understand planned giving best practices, and challenged us to integrate that into the life of Niagara going forward, which has been really significant.” Father James J. Maher, C.M., President, Niagara University
The Power of Planned Giving Orr Group has helped to design and bolster impactful, multi-million dollar planned giving programs to help our nonprofit partners achieve transformational, sustained growth. Unlocking $15M+ in planned gifts for Illinois Tech Having successfully raised $250M in the initial phase of its capital campaign, Illinois Tech partnered with Orr Group to devise a data-driven plan for continued growth. Orr Group recommended a bold move – raising the campaign goal to $1B – with a focus on leveraging planned and blended gifts. As embedded planned giving partners, Orr Group has helped Illinois Tech secure over $15M in blended and cash gifts, identified a planned giving pipeline of $208M+, and trained its major gifts officers and advancement staff on planned giving vehicles and best practices. Read More Success Stories
“ Our partnership with Orr Group has been invaluable in helping leadership and trustees understand our work, navigate industry standards, and identify where to innovate. Their strategic guidance has been instrumental in developing creative approaches for our highest-net-worth prospects. Beyond strategy, Orr Group’s mentorship has empowered our team with the confidence to engage in meaningful planned giving conversations.” “Our partnership with Orr Group has been invaluable in helping leadership and trustees understand our work, navigate industry standards, and identify where to innovate. Their strategic guidance has been instrumental in developing creative approaches for our highest-net-worth prospects. Beyond strategy, Orr Group’s mentorship has empowered our team with the confidence to engage in meaningful planned giving conversations.” Susan Lewers, Associate Vice President, Major and Planned Gifts, Illinois Tech
Why Pivoting to a Planned Gift in a Volatile Market Makes Sense Planned Giving Published Date 2025 Why Pivoting to a Planned Gift in a Volatile Market Makes Sense During market volatility, a shift toward planned giving can offer a smart and strategic solution. Explore five reasons why planned gifts are especially relevant for donors and nonprofits to sustain their impact during economic uncertainty.
Planned Gifts: A Blueprint For Nonprofit Fundraising Success Published Date 2025 Planned Gifts: A Blueprint For Nonprofit Fundraising Success Planned giving presents a unique opportunity for nonprofits to start building their future today. Learn how to secure planned gifts effectively in this guide.
Leveraging IRA Distributions & Qualified Charitable Distributions To Maximize Year-End Giving Planned Giving Published Date 2024 Leveraging IRA Distributions & Qualified Charitable Distributions To Maximize Year-End Giving Explore how nonprofits can benefit from approaching their donors about utilizing IRA distributions and QCDs, and why the timing of these gifts is so crucial.