Designed for small teams of 1-10 fundraisers with limited capacity.
Relax and focus on your annual goal - we’ll take care of your nonprofit’s financial future!
Done-For-You Planned Giving
Has Planned Giving been on your to-do list for years?
We’re in the middle of the Great Wealth Transfer. In the next several years trillions will be passed between generations. 💸
Just one average estate gift is $50,000 - there’s a lot on the line.
Transformational gifts are flowing and wealth is moving. If you’re not reaching out to your donors about it, another charity will be.
Yet taking on a new form of fundraising is overwhelming. 😫
You’re stretched thin, “wearing many hats”, and your team is small.
You don’t have anyone to delegate this important work to - and you don’t have the budget to hire another senior fundraiser in-house.
Perhaps you’ve invested in training, webinars, and conferences - only to accumulate notebooks full of ideas now collecting dust on your desk.
Every year-end you’re anxiously up late refreshing your campaign results. Long-term financial growth seems out of reach.
You feel there’s no breathing room to think outside your current fiscal year’s goal.
There’s a Better Way!
At Full Potential Fundraising we do the Planned Giving work for you - at a price you can afford.
You can relax and focus on this year’s fundraising goals, knowing you have a trusted partner bringing in Planned Gifts - and securing your nonprofit’s financial future.
We build your capacity by providing you with everything you need for a successful Planned Giving program! 💕
When it’s your turn to talk with donors about Planned Giving, you’ll feel prepared and focused - moving the program forward with as little as 2 hours per month of your time!
Imagine having a steady 6-to-7 figure stream of revenue every year.
This is common for organizations with established Planned Giving programs - and it’s not too late to catch up! ⏳
The best part is you can get there without draining your time and energy. You’re already “wearing many hats” - there’s no need to add another.
With a Planned Giving expert at your side, you can relax and watch your list of prospects and expectancies grow!
Planned giving can be easy, and it will create long-term growth for your nonprofit.
We only have 8 client spots available for all of 2026. 🗓️
Choose from 2 packages designed for small fundraising teams with limited capacity
✅ Set-it-and-forget-it for new Planned Giving programs. (5 spots available)
Yep! We’ll provide everything you need for your first Planned Giving program, then coach you to run it with only 2 hours per month of your time.
✅ Done-for-you Growth for new or existing Planned Giving programs. (3 spots available)
Over 6 months we will scale your Planned Giving program through top-notch communications, PG donor acquisition, and coaching. Get ready to seriously build your program with as little as 4-6 hours per month of your time!
We’d love to hear from you! Please fill out the form below.
Client spots for 2026 are limited - get Planned Giving off your to-do list and start a conversation with us today!
We’re pleased to serve clients in Canada and the USA.