Company Overview

Paragon Charitable Services Group was formed to address the unique fund development and risk management needs of America’s charitable organizations. And because these needs require a specialized understanding of how nonprofit organizations think and operate, our experienced staff and strategic partners are uniquely qualified to provide the products, services and strategies that will most effectively meet these needs, both today and in the future.

We are also committed to serving the professional advisory community in the area of philanthropy as they look to provide state-of-the-art resources and services to their valued clients. Our company is uniquely positioned to serve as the advisors’ “outsourced philanthropic services department” to provide a greater depth of specialized knowledge and professionalism to the advisor and his/her clients.

Our company has three divisions:

1. Insitutional Gift Planning

Fee-based services are provided to charitable organizations that include:

• Auditing the current planned giving operation with recommendations
• Creating the proper infrastructure for long-term success
• Developing and implementing specific marketing strategies
• Setting up and managing various support groups and systems
• Being responsible for facilitating positive gift planning results with board members, current donors, and donor prospects.

2. Philanthropic Consulting Services

Fee-based services are provided to professional advisors - attorneys, CPA’s, CFP’s, business managers, investment advisors, bank & trust officers, and life insurance agents – to assist them in developing the “philanthropic services” side of their practice. Through our Philanthropic Coach Program, advisors and their clients receive objective guidance – as opposed to subjective guidance from a specific charitable organization – designed to match the most appropriate charitable gift strategy (i.e. will bequest, charitable trust, life insurance, etc.) with the clients’ designated charity(s).

3. Insurance Services

Our company specializes in the area of life insurance and comprehensive risk management. Our services are made available to charitable organizations, professional advisors, and direct to individuals through two of our strategic partners – Best Practices of America (www.bestpracticesofamerica.com) in the area of life insurance, and Brakke-Schafnitz Insurance Brokers (www.brakkeschafnitz.com) in the area of comprehensive risk management which includes property & casualty, general liability, workers compensation, D&O, E&O, surety, and other specialty lines.