Done-for-you Planned Giving for small fundraising teams

Relax and focus on your annual goal - we’ll take care of your nonprofit’s financial future!

2026 Waitlist is open!

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. 💸

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.

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!


Our waitlist is open for 2026 clients, and we only have 8 spots available for the full year.  🗓️

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!

These spots will book up fast! Join the waitlist to get first dibs and the lowest rates we will ever offer.

Don’t delay! Our waitlist closes June 27th. There’s no obligation to join, and you will get first-priority for our spots.