BENEFIT PLANNING SERVICES

Fee-Only Registered Investment Advisor

                          

 

Giving Back  

Benefit Planning Services provides charitable giving advice and counsel in two areas:

  • Individual Donors who want to support worthy causes

  • Charitable Organizations that want to mature their fund development efforts - See:  www.mirgonconsulting.com

Please choose the area that meets your needs from the Links on the left.


Qualifications:    In 1991 Dan Mirgon joined the Union Rescue Mission in Los Angeles as the Director of Estate & Charitable Gift Planning. 

He was instrumental in establishing the URM Foundation which currently provides over $5,000,000 in annual revenue to the Union Rescue Mission. 

Since 1993, he has served as a consultant to several charitable organizations, helping them implement or improve their donor relationship programs.

In addition, he is a Chartered Financial Consultant, and a Registered Investment Advisor and understands that people give to charitable organizations for three primary reasons:

  • The donor believes the charity is doing an important work,

  • The donor believes the leadership of the organization is qualified, and,

  • The donor wants the current success of the organization to continue.

 

"Our primary purpose is to provide effective and affordable support that gets results. 

 

The primary focus of all development efforts - whether by individual donors, or by charitable organizations should be to allow God to work in the hearts of excited donors.
              - Dan Mirgon,  Benefit Planning Services

 

 

 

 

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