More Access for Advisors and Staff

Planning Perspectives 2.0 is designed for use by advisors and development staff members, as well as donors. Advisors and development officers can be afforded convenient access to gift-planning calculators to run “what-ifs” and quickly create presentations for donors or clients.

In addition, the SharpeNet Planning Perspectives service is designed to provide advisors with in depth regulatory, legal, and tax information with context-sensitive live links to articles and databases, including IRS approved forms required to complete the gift where available. Access to the Internal Revenue Code and thousands of reference articles from sources such as the Planned Giving Design Center are a click away in every interactive Planning Perspectives site.

Click on the link below to experience advisor content first hand. Read through the technical content until you see an underlined reference to a source document. Then click on the underlined link and you’ll open a new window with the actual document displayed. Each time you click on a title a new page is opened with the referenced document.

Advisors who lack familiarity with a specific gift type can literally click their way through basic research in a matter of minutes. Everything from relevant code sections to detailed articles and case histories are organized and accessible with a click of the mouse. Furthermore, the documents can be printed or saved to create files for future reference as the gift planning process goes forward. The savings of hours of time and aggravation on the part of advisors can translate into more support from this critical group. Thanks to Planning Perspectives, the days when advisors would veto a gift because of their lack of specific knowledge, or where to find that knowledge quickly in a cost effective way, are now gone forever.

Finally, there is a Web solution for planned giving that actually facilitates the gift process by bringing together all of the interested parties with all of the relevant information! We call it “Web That Works.”

Next: Frequently Asked Questions