Scale Your Philanthropic Advisory Practice Without the Back-Office Drag
Offload planned gift calculations, PG Calc illustrations, CRT/CLT tax schedules, DAF grant verifications, donor wealth screenings, bequest documentation, and CRM data hygiene to vetted Charitable Planning Virtual Assistants—supervised by a dedicated Project Manager at zero extra cost.
Up to 70%
Advisory Practice Savings
100%
Supervised Execution QA
< 1 Hour
Average Response Time
Zero
Platform & Bidding Fees
Planned Giving Suites, DAF Portals & CRMs We Operate
Your virtual assistant connects directly into your planned gift illustration software, donor database suites, wealth screening tools, and DAF tracking systems.
PG Calc PGM
CRT, CLT & CGA Planned Gift Illustrations
Crescendo Interactive
CresPro, GiftLegacy & Marketing Packs
Raiser's Edge NXT
Planned Gift Expectancies & Bequest Logs
Salesforce NPSP
Donor Moves Management & Opportunities
DAF Direct & Portals
Fidelity, Schwab, Vanguard & Chariot
iWave & DonorSearch
Philanthropic Capacity & Real Estate Screen
Brentmark Estate Tools
Sec. 7520 Rates & Remainder Math
PowerPoint & InDesign
Donor Legacy Proposals & Gift Summaries
What Your Charitable Planning VA Handles Daily
From calculating Section 7520 discount rates and generating PG Calc illustrations to DAF grant tracking, bequest intent logs, and endowment stewardship packets, we remove the operational drag.
Planned Gift Illustrations & Tax Modeling
- Model Charitable Remainder Unitrusts (CRUTs), Annuity Trusts (CRATs), and Charitable Lead Trusts (CLATs) in PG Calc or Crescendo.
- Calculate IRS Section 7520 discount rates, charitable income tax deductions, capital gains tax bypass, and cash flow projections.
- Prepare Charitable Gift Annuity (CGA) payout calculations compliant with American Council on Gift Annuities (ACGA) rates.
DAF & Private Foundation Administration
- Reconcile Donor-Advised Fund (DAF) incoming distributions across Fidelity Charitable, Schwab Charitable, and community foundations.
- Review grant recommendations against donor intent, 501(c)(3) public charity status, and self-dealing/bifurcation restrictions.
- Maintain family foundation board docket binders, grantmaking schedules, and minimum 5% distributable amount (MDA) trackers.
Gift Agreements & Bequest Documentation
- Draft customized Statements of Intent, bequest confirmation letters, and testamentary designation checklists.
- Prepare named endowment fund agreements adhering to university/foundation gift acceptance policies and restricted fund terms.
- Maintain legacy society enrollment rosters and track probate estate distribution notices from donor executors.
Wealth Screening & Prospect Dossiers
- Conduct biographical and capacity research in iWave, DonorSearch, and WealthEngine to identify major planned gift prospects.
- Analyze real estate holdings, SEC insider stock transactions, private company valuations, and past political/charitable giving.
- Synthesize 1-page executive donor briefing dossiers ahead of confidential advisor discovery consultations.
Endowment Stewardship & Impact Packs
- Assemble annual endowment reports detailing fund market values, investment returns, and annual spending allocations.
- Collect beneficiary impact testimonials, scholarship recipient letters, and project milestone photos for high-net-worth donors.
- Format polished PDF presentation decks in InDesign, Canva, or PowerPoint illustrating donor multi-generational legacy impact.
Custom SOPs & IRS Substantiation
Navigating complex non-cash gifts (closely held stock, real estate, cryptocurrency), Form 8283 qualified appraisal attachments, or Form 990 Schedule I/M filings? Your dedicated SageDoer Project Manager orchestrates document preparation, compliance checklists, and SOP execution at zero extra charge.
How SageDoer Works
Skip hiring unvetted marketplace freelancers who have zero grasp of tax-exempt law, Section 7520 discount rates, or donor confidentiality. Deploy managed, professional charitable planning support in four simple phases.
Submit Requirements
Share your specific planned giving and philanthropic advisory workload needs with us. Choose your preferred channel: Email, Contact Form, WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Traditional Platforms vs. SageDoer
Why independent philanthropic consultants, estate planning attorneys, and foundation executives partner with SageDoer over marketplace sites.
| Feature Matrix | Traditional Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with zero knowledge of planned giving tax rules or PG Calc | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Flexible Charitable Planning Support Plans
No contracts, no setup costs, no hidden software fees. Scale planned giving and donor stewardship hours up during year-end tax planning sprints, and scale down in summer.
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Planned Giving Directors, CFREs & Philanthropic Advisors
Real feedback from non-profit executives, estate planning advisors, and charitable wealth strategists scaling donor impact with SageDoer.
"During Q4 year-end tax season, our consulting firm had 22 high-net-worth clients needing custom CRUT vs. DAF comparison models. Our SageDoer VA generated precise PG Calc illustrations, factored in fluctuating Section 7520 discount rates, and formatted executive proposals flawlessly."
Eleanor H., CAP®
Principal, Legacy Philanthropic Advisory
"Our university foundation had over 400 unverified bequest notifications sitting in our Raiser's Edge backlog. Our assistant contacted donor estate attorneys, documented Statements of Intent, and updated expectancy valuations with 100% precision."
Richard M., CFRE
AVP of Planned Giving, Heritage University Foundation
"Having a dedicated Project Manager supervise our VA without charging extra fees is unmatched. When a donor wanted to structure a complex lead annuity trust (CLAT) funded by private stock, our PM verified the IRS Form 8283 qualified appraisal checklists overnight."
Catherine L., JD
Managing Partner, Beacon Estate & Charitable Counsel
"We manage grantmaking for 14 multi-generational family foundations. Our SageDoer assistant screens grantee 501(c)(3) statuses, builds board dockets in Salesforce NPSP, and monitors minimum 5% distributable requirements seamlessly."
Arthur T.
Executive Director, Oakmont Family Philanthropy Partners
"The $6/hour full-time rate has transformed our advisory margins. Our assistant uses iWave to prospect major gift capacity, formats stunning donor endowment impact reports in InDesign, and keeps our donor pipeline completely up to date."
Victoria S., CFRE
Managing Partner, Vanguard Non-Profit Strategies
"During Q4 year-end tax season, our consulting firm had 22 high-net-worth clients needing custom CRUT vs. DAF comparison models. Our SageDoer VA generated precise PG Calc illustrations, factored in fluctuating Section 7520 discount rates, and formatted executive proposals flawlessly."
Eleanor H., CAP®
Principal, Legacy Philanthropic Advisory
"Our university foundation had over 400 unverified bequest notifications sitting in our Raiser's Edge backlog. Our assistant contacted donor estate attorneys, documented Statements of Intent, and updated expectancy valuations with 100% precision."
Richard M., CFRE
AVP of Planned Giving, Heritage University Foundation
"Having a dedicated Project Manager supervise our VA without charging extra fees is unmatched. When a donor wanted to structure a complex lead annuity trust (CLAT) funded by private stock, our PM verified the IRS Form 8283 qualified appraisal checklists overnight."
Catherine L., JD
Managing Partner, Beacon Estate & Charitable Counsel
"We manage grantmaking for 14 multi-generational family foundations. Our SageDoer assistant screens grantee 501(c)(3) statuses, builds board dockets in Salesforce NPSP, and monitors minimum 5% distributable requirements seamlessly."
Arthur T.
Executive Director, Oakmont Family Philanthropy Partners
"The $6/hour full-time rate has transformed our advisory margins. Our assistant uses iWave to prospect major gift capacity, formats stunning donor endowment impact reports in InDesign, and keeps our donor pipeline completely up to date."
Victoria S., CFRE
Managing Partner, Vanguard Non-Profit Strategies
Frequently Answered Queries
Real questions from certified philanthropic advisors, estate attorneys, planned giving officers, and foundation directors.
How do you protect high-net-worth donor confidentiality, estate plans, and tax filings?
Confidentiality is our primary operational baseline. We execute mutual, comprehensive Non-Disclosure Agreements (NDAs) standard before onboarding. Your VA operates strictly within your designated enterprise cloud environment (e.g., your firm's Blackbaud Raiser's Edge, Salesforce NPSP, or protected Microsoft 365/Google Workspace tenant) with multi-factor authentication (MFA). Donor financial statements, testamentary wills, and private foundation tax documents are never downloaded locally to unmanaged devices.
Are the VAs proficient in standard planned giving software like PG Calc and Crescendo?
Yes. Our specialists understand planned gift mechanics and the software used to calculate them. They are skilled in setting up Charitable Remainder Unitrusts (CRUTs), Annuity Trusts (CRATs), Charitable Gift Annuities (CGAs), and Lead Trusts in PG Calc (Planned Giving Manager) and Crescendo. They know how to apply correct IRS Section 7520 discount rates, donor birthdates, asset cost bases, and payout percentages to generate presentation-ready donor proposals.
How does quality control work with the dedicated Project Manager?
Every SageDoer partner is paired with a dedicated Project Manager at zero extra cost. Your PM conducts spot audits on gift calculation parameters, verifies that IRS Form 8283 and non-cash substantiation checklists are complete, ensures donor proposal formatting matches your firm's brand, and tracks delivery SLAs. If your primary assistant is ever on leave, your PM provides an internally trained backup so critical year-end tax deadlines are never missed.
Can our VA manage DAF grant reconciliations and family foundation board dockets?
Absolutely. DAF administration and foundation support are among our most requested capabilities. Your VA reconciles incoming grants across Fidelity Charitable, Schwab Charitable, and DAF Direct, checks grantee 501(c)(3) tax status on GuideStar/Candid, drafts board meeting dockets, monitors annual grant expenditure requirements, and logs grant agreements into your database.
How are working hours recorded, verified, and billed?
We utilize centralized time tracking to log precise seconds worked on your advisory projects. You receive transparent weekly timesheets detailing exact task breakdowns (e.g., 6 hours generating PG Calc illustrations for Client Smith, 4 hours reconciling Raiser's Edge bequest records, 5 hours assembling family foundation board dockets). You pay strictly for pure working hours—Project Manager supervision is 100% free.
Tell Us About Your Charitable Planning Practice
Whether you lead an independent philanthropic advisory practice, direct planned giving for a healthcare/university foundation, or manage family foundation grantmaking, submit your requirements and our non-profit project director will follow up immediately.
Ready to Supercharge Your Philanthropic Advisory Practice?
Eliminate the operational bottlenecks of manual planned gift calculations, DAF grant reconciliations, wealth screenings, and bequest documentation. Partner with a dedicated Managed Charitable Planning VA team and deploy within 24-48 hours.