Welcome to the Planned Giving Revolution
We’re glad you’re here!
Leadership just asked again: "What's the status on Planned Giving?”
And your answer is still... embarrassingly… not enough.
For too long, Planned Giving has been made unnecessarily complex, expensive, and inaccessible. For decades, it’s been an arena where the largest charities thrive - and the rest get left behind.
Not anymore!
You can't delegate it, you can't hire for it, and you definitely can't ignore it anymore.
You’re stretched thin, “wearing many hats”, and your team is small.
You don’t have anyone to delegate this important work to - and it doesn’t make sense to hire a full-time Planned Giving fundraiser at this stage.
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 launched a “Planned Giving campaign” with an agency, but lost momentum as soon as the contract ended.
So far, your Planned Giving fundraising has been a mix of inconsistent tactics - without a long-term strategy.
The Great Wealth Transfer is here.
And if you tap into it, you will create long-term stability for your organization. We’re here because your mission deserves reliable, sustainable support!
Planned Giving (i.e. gifts-in-wills or “legacy giving”, DAFs, and gifts of assets) is the path to reach your nonprofit’s Full Potential - that’s why it’s our speciality at Full Potential Fundraising!
We specialize in supporting mid-sized organizations with teams of 1-20 fundraisers create comprehensive Planned Giving programs and strategies - from the back-end systems, to legacy marketing materials and powerful donor conversations.
Download your free Planned Giving Website Guide:
You know you need a Planned Giving section on your website. But what are you supposed to say? How technical should you get? What if the language feels too pushy - or worse, offends a donor?
Good news: We've done the hard part for you.
Our free Guide includes:
Ready-to-use copy you can cut-and-paste
A real example of what an effective PG page looks like
Donor psychology-based messaging that inspires action without feeling transactional
Update your website this week - not "next quarter”.
Imagine an additional 6-8 figures in revenue every year.
Just ONE average estate gift is $50,000. You can get multiple a 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!
Introducing the PLAN(ned Giving) Framework! ©
A proven system to build, launch, and grow your Planned Giving program in 12 months or less!
P - Program Architecture We start every engagement with an analysis and 12-month Planned Giving Plan. Then we create or enhance all your infrastructure: the policies, procedures, technology integration, KPI tracking, and revenue forecasting systems that make Planned Giving sustainable.
L - Legacy Messaging We’ll create inspiring communications (based in donor psychology) across ALL your channels - from your Planned Giving case for support to marketing materials that actually motivate action.
A - Acquisition Engine Identify prospects through 1:many acquisition (i.e. solicitation) such as surveys, will writing campaigns, ad campaigns, and more. We build a pipeline of hand-raisers ready to include you in their Will!
N - Nurture & Stewardship Build lasting relationships that turns inquiries into confirmed gifts - then stewards them for life!
We’ve Raised Millions in Planned Gifts for Mid-Sized Organizations - even when they were starting from scratch!
We’ll build your entire Planned Giving program for you! You’ll get the strategy and implementation done by an expert - right-sized to your needs and budget.
Here’s how we can help:
Planned Giving Intensive
Instead of guessing how to start Planned Giving, you’ll walk away with a program you can run with confidence.
In just 3 months, you’ll go from having nothing in place to a clear, working system - complete with both the back-end systems and messaging you need to do this well. You’ll be able to talk about legacy giving naturally, share messaging that resonates, and start seeing real donor interest.
Importantly, this goes beyond gifts in Wills. You’ll also be equipped to have conversations around gifts of assets - like securities and donor-advised funds - opening the door to both future gifts and increased giving today.
This is designed as a proof of concept: a simple, sustainable program you can manage in just a few hours a month, while generating your first hand-raisers for $50,000 estate gifts and increasing your major giving revenue with asset-based giving for this fiscal year.
Done-For-You Growth
Start building a Planned Giving program that brings in a consistent 6+ figures - both now and in the future.
Over 12 months, we’ll build and run a comprehensive program - one that consistently identifies and nurtures donors interested in legacy gifts, while also unlocking new opportunities for asset-based and DAF giving for more revenue this fiscal.
By the end of the year, most of our clients have 10+ hand-raisers identified - often representing $500,000+ in future estate gifts - while also increasing their major giving revenue by 10-30% over their current fiscal year.
This is a complete Planned Giving program – it includes everything from back-end systems to donor-facing communications and a solicitation campaign. Get ready to confidently grow Planned Giving as an ongoing revenue stream – this fiscal, AND for fiscal 2035!
View a detailed breakdown of pricing and deliverables on our services page.
What charity leaders are saying about our work…
"Tess is a highly talented fundraiser who ensures her work meets high professional and ethical standards. She was instrumental in helping develop and implement marketing strategies for Ecojustice’s Planned Giving Program. Her enthusiasm, attention to detail, and authentic care for donors shine through in all aspects of her work and she’s incredibly fun to work with!"
Huda Al-Saedy
(Former) Director of Development, Ecojustice
“Planned Giving was stuck, so I quit. Someone needed to step up, and it’s Tess. Teaching the NEW Planned Giving for charities. She’s building fundraising programs that include planned (non-cash) gifts… off the side of your desk to create cash ON your books now! I’m grateful someone is picking up the torch! Thank you, Tess! You are my successor.”
Paul Nazareth, MFA-P
Former VP, Education & Development at CAGP Canada,
The Planned Giving Professor,
Consultant & Generosity Educator
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Our newsletter is full of actionable insights for you to take your Planned Giving to the next level! It’s practical and simple advice for fundraisers - not financial advisors.
Plus, when you sign up you’ll receive our “Guide to an Amazing Planned Giving Website”. It has everything you need to create an effective Planned Giving website - including an example and copy you can “cut-and-paste”.
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