Get your nonprofit’s cut of the Great Wealth Transfer

Done-for-you services designed for mid-sized charities ready to take Planned Giving to the next level!

Make An Inquiry
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Has your charity made the most of the Great Wealth Transfer?

It’s happening now. In the next several years trillions will pass 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 Planned Giving 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.


You might have even invested in a Planned Giving campaign through an agency, but lost momentum as soon as the contract ended.


So far, your Planned Giving “program” has been a mix of inconsistent tactics - without a long-term strategy.

There’s a Better Way!

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At Full Potential Fundraising we get it. And that’s why 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 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, you’ll feel prepared and focused - moving the program forward with as little as 2 hours per month of your time!

Imagine an additional 6-7 figures in 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.

We’ll do your Planned Giving heavy lifting, so you can relax and watch your portfolio grow!

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Comprehensive and Customized Support

Designed for your unique needs as a mid-sized charity with limited capacity.

This isn’t just a direct response package. It’s not just coaching. It’s a complete done-for-you Planned Giving program.

Designed to build you a portfolio of 6+ figures in future revenue - without burning out!

❌ No piecemeal campaigns leaving you wondering what to do next.

❌ No trainings filling your head with information - but no plan to implement it.

❌ No “cookie cutter” services that ignore your charity’s unique community.

This is a comprehensive get-the-work-done service! We’ll build you a Planned Giving program that brings in results.

Our Process for Planned Giving Success

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One - Analyze

We’ll do an in-depth fundraising analysis to create a custom 12-month plan.

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Two - Create

We’ll write your PG case for support & provide ALL the PG materials you need for the year.

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Three - Coach

You’ll be ready to have powerful donor conversations & confidently run your program!

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Four - Acquire

We’ll grow your new portfolio of in-lifetime gifts of assets AND gifts-in-wills!

2026 Pilot Client Spots are limited - and rates will go up once filled. 🗓️

Act now - you’ll get an expert dedicated to building your nonprofit’s financial future for GREAT value.

You can choose from 3 services designed for small fundraising teams with limited capacity.

✅ Set-it-and-forget-it for new Planned Giving programs.

In 2 months we’ll provide everything you need for a basic (and effective) Planned Giving program, then coach you to run it with only 2 hours per month of your time. Yes - it can be that easy to start your program!

Investment: $11,500 (Pilot Client Rate for 2026)

✅ Done-for-you growth for new or existing Planned Giving programs.

Over 6 months we’ll scale your Planned Giving program through top-notch communications, PG donor acquisition (such as surveys, free wills campaigns, letters, etc.), and coaching. Get ready to seriously build your program with as little as 4-6 hours per month of your time!

Investment: $29,500 (Pilot Client Rate for 2026)


✅ We do it all (Yes, everything!)

As your Fractional Planned Giving Director, we’ll take care of all the work in your in your Planned Giving portfolio. It includes everything in done-for-you growth and more. We’ll be at your side managing relationships (when appropriate) and strategically growing your pipeline for you year-round.

Investment: $3,000 - $5,000 per month for 12+ months (Depending on portfolio size & deliverables) (Pilot Client Rate for 2026)

We’re in the high-ROI game! With just one average estate gift at $50,000, investing in your nonprofit’s financial future with Full Potential Fundraising is a no-brainer.

We’d love to hear from you! Please fill out the form below.

Client spots for 2026 are limited - start a conversation today and get your nonprofit's cut of the Great Wealth Transfer!

We’re pleased to serve clients in Canada and the USA.