For Institutions
Mission Fulfillment
We partner with nonprofits, foundations, and mission-driven groups to strengthen their fundraising and deepen their reach. From donor engagement to legacy giving, we clarify your philanthropic strategy to align money, mission, and meaning.
Financial Planning for Every Life Stage
Real financial confidence comes from a plan built for your goals, whether that’s early retirement, world travel, or leaving a legacy. We look at your income, spending, debts, and risk comfort level to create a plan for your life now and in the future.
Lifelong Investment Management
Your investments should match your goals and timeline. As independent advisors, we focus on spreading risk, keeping costs low, managing taxes, and adjusting your portfolio as needed to grow and protect your wealth.
Our Services
Driving Donor Support Through Purposeful Engagement
- Tailored engagement strategies that build trust
- Stewardship plans for lasting relationships
- Campaign guidance that keeps communication consistent
- Insight into donor behavior and motivation
Healthy donor relationships grow from trust and understanding. We help organizations connect with supporters through clear communication and thoughtful stewardship. Each plan is built around your mission, message and shared donor values.
Donor Communication
That Inspires Action
- Mission-centered messaging that moves people to act
- Campaign and outreach materials that build connection
- Segmented communication for different donor groups
- Support for ongoing donor development and retention
Donors want to see how their giving makes a difference. We help you tell that story clearly and honestly. Our team crafts plainspoken messages that reflect your mission and show the results of generosity.
Strategies for Cultivating Planned Gifts
- Outreach to planned gift prospects
- Education about charitable trusts and gift options
- Long-term gift strategies that support stability
- Plans that match donor intent to mission needs
Planned gifts build the foundation for an organization’s future. We help you identify and engage donors who want to give in lasting ways. Our advisors design simple, effective strategies for donor-advised funds, charitable trusts, and legacy gifts.
Estate Bequests &
Legacy Giving
- Policies and procedures for managing bequests
- Recognition programs that honor generosity
- Coordination with legal and financial counsel
- Accountability that protects both donor and mission
A well-managed legacy program preserves donor intent and supports your mission for years to come. We help you develop clear policies, and coordination with legal teams to handle gifts wisely and respectfully.
Why Choose CapTrust for Philanthropic Consulting?
We bring local understanding and national perspective to our work with nonprofits across West Michigan and beyond. Our approach is collaborative, grounded in mission, and focused on results that serve both donors and the communities they support.
Local Expertise
Backed by national resources
Planning Guidance
With your mission at the forefront
Broad Experience
Across education, faith based organizations, and more.
Strategic Insight
To strengthen your lasting impact
Let’s Strengthen Your
Philanthropic Impact
Together
Strong philanthropy begins with clear vision and purposeful action. Whether you’re building new donor programs or expanding a legacy effort, we can help.
Reach out to start a conversation about growing your mission and impact.
