Helping You Raise Planned Gifts
Planned gifts represent the largest potential source of charitable revenue for most non-profit organizations. Our job is to help you plan, design, set up and operate an effective planned gift development program.
We take a coaching approach by showing you how you can easily do a lot of the work yourself, even if you work in a small -- or just a one person -- development office.
Planned Gift Development System
We have developed an effective and straight-forward Planned Gift Development System that we teach in our seminars and in our coaching sessions. If you follow this basic system, you will be successful.
We have provided a lot of information about our services on this web site, so we invite you to look around and let us know if you have any questions. Here are some of our key services:
Coaching Services -- We provide expert, comprehensive support as you get started in planned giving. We also guide you every step of the way. Learn more here...
Planned Giving Office -- We provide you with full technical support, so can work with planned gifts without an expert on your staff. Our outsourcing solution saves you money and gets you started quickly. Learn more here...
Tools & Products -- We provide a wide range of both free and affordable tools and templates to help you raise and manage planned gifts. Learn more here...