Client Center 
Charitable Planning
Our Mission In Planned Giving
To build stronger communities and secure lasting family legacies.
We accomplish this mission by supporting three groups:
- Helping individuals and families increase their income and move assets to their children while converting their tax dollars into charitable dollars for any variety of charitable purposes.
- Serving charities and foundations by enabling them to acquire large gifts that provide these charities with secure long-term funding sources.
- Training professional advisors in innovative and cutting edge approaches to tax-exempt planning, and uniting them with charities who need their support.
Individuals / Families
Most individuals with any substantial assets and/or property struggle with tax issues. Imagine how it would make you feel if you had the choice to direct your tax dollars to your favorite charitable causes and even have a voice in how they would be spent. Does this sound too good to be true? Well, in certain situations this is exactly the kind of choice that Congress has offered you through the special opportunities of tax-exempt planning. We are committed to helping individuals discover these opportunities, creating a long-term strategy to impact their community through charitable gifts, while retaining their assets for distribution to their family.
Charities / Foundations
For small to mid-sized charities, First Financial Group’s Charitable Planning Specialists desire to assist you in establishing endowed income, enabling you to more effectively carry out your mission without the daily concerns of funding. Most small to mid-sized charities in this country are ill equipped to solicit long-term planned gifts on their own behalf. This leaves these charities at a great disadvantage compared to larger charities who can afford to have well-trained planned giving officers on staff. We desire to help charities tap into larger funding sources through tax-exempt planning, without incurring the exorbitant staffing and operational costs. We are ready to assist you in marketing strategies to help build your charity, with turnkey resources such as website templates, educational classes, marketing material templates and marketing/fundraising consultation and donor/consumer seminars.
Educational Resources for the Donor Base of Charities
Lending a Helping Hand
Most of the charities we know and serve are working hard at their core mission. They often don’t have the resources and expertise to put together the essential elements of a successful planned giving department; that’s where we come in.
Helping Charities do What They do Best
Our passion is to help charities concentrate on carrying out their core mission without the daily concerns of funding. We help them learn how to solicit, attract and tap into larger funding sources through tax-exempt planning. With our help, they can do this without incurring huge staffing and operational costs.
Doing the Planned Giving Heavy Lifting
Through a relationship with Philanthropy International (www.picharity.org) we have the resources to know the tax and legal landscape, a broad range of tax-exempt planning topics and strategies, and turnkey resources like:
- Marketing Programs and Resources
- Workshops, Training and Seminars
- Back-Office Support
- Professional Advisors Networks
- Staff Training and Consultation
Open up the World of Planned Giving to Your Charity
Contact us today to speak with someone who is both knowledgeable and passionate about helping charities escape the rut of fundraising and begin a successful planned giving program. Our key contact in Baltimore for planned giving is Bradley Troy, CFP, CLU, ChFC. He can be reached at 410-832-4266 or btroy@ffgmd.com.
Professional Advisors
Through Philanthropy International, First Financial Group has been designed to act as a partner with the professional advisor community. To support advisors, we offer valuable educational seminars and training programs designed to prepare you with creative, cutting-edge planned giving approaches. You can increase your knowledge of innovative tax-exempt strategies, develop new avenues for marketing your business, discover a unique way to develop more assets under management, and be in a strategic position to bring value to your clients favorite charities and other professional advisors.
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