National Charity Council Brochure
“As a result of my advanced educational involvement with Philanthropy International, my work with the Hispanic Scholarship Fund has paid significant dividends for the organization, resulting in a gift in the mid six figures! The sophisticated concepts I have learned will not only benefit HSF, but all non-profits and clients I do future work with.”
Mick Menendez CLU®, Pacific Advisors, Santa Rosa, California (CPS)
Renewing & New
Philanthropy International is seeking qualified individuals to be a part of their Charitable Planning Specialist team throughout the country. The CPS works closely with Philanthropy International Partner Charities to implement a marketing strategy to identify planned gifts for that charity, meeting with and cultivating relationships with the charity’s supporters, donors and friends.
Distinctions of being a Charitable Planning Specialist include:
- Acting as the primary resource for Partner Charities working on their behalf with their donors and friends
- Recognition by PI and Partner Charities as a specialist in the tax-exempt planning field
- Expand their practice by co-branding with the charity, becoming the volunteer Planned Giving Officer
- Exclusive use of Consumer-Oriented Marketing Materials
- Limited number of CPSs, providing a more exclusive approach to generating new clients
- Seminar speaker opportunities
- National recognition
- Implement marketing strategy while keeping open communication with both the Partner Charity and Philanthropy International. This strategy may contain any or all of the following activities:
- small gatherings of donors
- attendance at charity events
- educational seminars for the public and professional community
- donor appreciation events for the Partner Charity’s current donors
- Be intentional to meet with top 100 supporters, donors, and friends of the Partner Charity
- Provide reporting to Philanthropy International office on quarterly activities
- Speak at various Partner Charity events
- Attend specific courses for the CPS for advanced training as well as building relationships with Partner Charity leaders
- Demonstrate the ability to direct gifts toward their designated Partner Charity
- Work with the PI office in recruiting new Partner Charities
- Work exclusively with Advisor Members (AM) to handle all follow-up to marketing seminars/events. (All follow-up casework must be handled by a CPS or AM).
- Manages Advisor Members to ensure proper case management as well as donor and charity relations
Note: There are very specific prerequisites to becoming a Charitable Planning Specialist listed below.
Please download and print the National Charity Council Application and Fee Schedule. Once completed, please submit scanned documents via e-mail to renewal@picharity.org or fax to (909) 624-4050. Contact our office with further questions at (909) 625-4511.
