Our Services


The Planned Giving Coach offers a full array of services to help non-profit organizations and their development staff conduct effective planned giving programs.

Planned Gift Development System -- We work with you to design and install an effective system for consistent planned gift development. This is the quickest way to get a planned giving program up and running. More..

Planned Giving Office -- We provide full service support, so you can outsource your planned giving program for a fraction of the cost of hiring a full-time planned giving director. More..

Gift Annuity Programs -- We guide you through the set-up and operation of an effective charitable gift annuity program, including policies, regulatory compliance, marketing and administration issues. More..

Coaching -- We provide expert personal coaching service that is convenient and affordable. We guide you through the steps of soliciting and closing planned gift arrangements. More..

Save time and money by working with the Planned Giving Coach to get your program set up properly and quickly. Our fees are far lower than the cost of doing it yourself. Contact us for a quote.