About Us

Planned Impact Partners is designed to help any nonprofit, regardless of size, create a fundraising campaign that ensures their future is secure. By working with Planned Impact Partners, we make it as easy as possible to add tools to your fundraising toolkit that will enable you to make a real difference for your organization. Whether you need tools to use to fundraise or professional consulting from our leadership team, which has over 50 years of fundraising experience, Planned Impact Partners is here to help!

A dynamic team meeting to discuss innovative fundraising strategies.
A dynamic team meeting to discuss innovative fundraising strategies.

Our Story

Our Mission

Who We are

Our Approach

What We Believe

Planned Impact Partners was founded on a simple observation: too many nonprofits rely on outdated funding models, and too many donors want to give more, but lack the right tools to do so effectively. Traditional approaches often create uncertainty for organizations and limitations for donors. We saw an opportunity to bridge that gap by applying thoughtful financial strategies to charitable giving.

Our mission is to help nonprofits and donors create sustainable, flexible, and scalable impact. By aligning financial tools with philanthropic goals, we enable a more intentional and effective approach to funding the future.

We believe that impact should be designed, not left to chance. Nonprofits deserve funding strategies that are predictable and resilient, not dependent on year-to-year variability. Donors deserve solutions that provide both meaningful impact and financial flexibility. When structured correctly, financial tools can unlock new levels of generosity and efficiency, benefiting both organizations and the people they serve.

Our approach combines strategic planning with innovative financial structures. We focus on designing solutions that balance immediate needs with long-term goals, using tools such as life insurance in a disciplined and intentional way. The result is a funding strategy that is not only more efficient, but also more durable, creating impact that extends well into the future.

At Planned Impact Partners, we bring together expertise in financial strategy, insurance-based planning, and nonprofit funding. Our focus is not on products, but on outcomes, helping clients build strategies that truly align with their mission and long-term vision.

Working together we can make change.
Working together we can make change.

Projects

Innovative fundraising solutions.

A visual representation of innovative fundraising strategies.
A visual representation of innovative fundraising strategies.
Our Approach

We empower nonprofits to maximize funding opportunities.

An infographic illustrating the funding process for nonprofits.
An infographic illustrating the funding process for nonprofits.
Impact

Transforming small donations into significant funding.

Gallery

Explore our impactful journey.

An inspiring photo of a nonprofit team collaborating.
An inspiring photo of a nonprofit team collaborating.
A snapshot of a fundraising event in action.
A snapshot of a fundraising event in action.
Volunteers working together on a community project.
Volunteers working together on a community project.
A group of donors celebrating a funding milestone.
A group of donors celebrating a funding milestone.
A visual representation of our innovative fundraising method.
A visual representation of our innovative fundraising method.
Participants engaged in a workshop about nonprofit funding.
Participants engaged in a workshop about nonprofit funding.