Planned Giving Resources | Supporting the Nonprofit Leader

Gift Planning Development...

…a unique income-producing, cost-savings service offered exclusively to Planned Giving Resources clients. The professionals at Planned Giving Resources provide an efficient means to establish sustainable sources of income. PGR professional expertise is always available to address complex funding situations, coaching staff and volunteers to achieve workable giving solutions. Structured Trust and Legacy...

Vitual Office

……an alternative to adding $125,000 to your staff costs for an fulltime Planned Giving Director. Your Virtual Office is an on-site, on-line and on-call service — all for a monthly fee that fits your budget. Planned Giving Resources is your Planned Giving Partner, working with you to create a cost-effective infrastructure and provide professional support when you need...

Nonprofit leadership

Nonprofit leaders hold a critical role in the maintainance as well as long-term growth of a nonprofit organization by ensuring the continuation of services. “To give away money is an easy matter and in any man’s power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man’s power nor an easy matter.” —Aristotle Volunteer and staff leaders...

Welcome to PGR

For over thirty years, Planned Giving Resources^smhas helped nonprofit executives get more of what they want …time to address the important day-to-day issues and raise funds critical to maintaining the organization’s mission.

The foundation for a viable nonprofit:

Gift Planning Development establishes a donor base and income stream.

Virtual Office brings an experienced representative to your organization.

Charitable Annuities benefit both the donor and the charity.

Volunteer and staff commitment:

Leadership provides the knowledge and skills to guide growth.

Sustainability vital to carry-out the nonprofit’s mission and vision.

Charitable Gift Annuities

The secret to a sustainable nonprofit income.

Let’s talk about one of the best kept secrets in the nonprofit world: the Charitable Gift Annuity.

Simply stated, a Charitable Gift Annuity is an agreement between a donor and a nonprofit organization. The donor gives the charity a lump sum of money for which the charity agrees to pay the donor an income as long as the donor lives. When the donor dies, any remaining money belongs to the charity.

Charitable Gift Annuities have valuable benefit for the donor as well as the charity. For example, someone age 65 who purchases a $50,000 charitable annuity will receive 5.5% annually: a steady income of $2,750 per year until they die.

Should the donor live to 120, the charity still has to pay the donor $2,750 a year. If the donor dies a few years after purchasing the annuity, however, the charity keeps the rest.

About Us

The PGR Family

“The most satisfying thing in life is to have been able to give a large part of one’s self to others.”
-Pierre Teilhard de Chardinm

James Hohn, Principal, Planned Giving Resources^sm

James S. Hohn offers your organization more than three decades of knowledge and experience in planned giving and gift annuity development and administration.

Mr. Hohn has served on planned giving development staffs and directed planned giving programs for local, regional and national nonprofit organizations: