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, 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 1-10 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.
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 Build the foundation: policies, procedures, technology integration, 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 systematically, launch multi-touch campaigns, and build a pipeline of hand-raisers ready to include you in their Will.
N - Nurture & Stewardship
Cultivate lasting relationships with recognition sequences and coaching 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:
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 - from back-end systems to donor-facing communications. Then we’ll coach you to run it with only 2-4 hours per month of your time. Yes, it can be that easy to start your program!
(Investment (Pilot client rate): $11,500)
Growth Intensive
For new or existing Planned Giving programs. Over 6 months we’ll scale your Planned Giving program with a custom analysis & 12-month plan, top-notch communications, PG donor acquisition (i.e. tactics to get “hand raisers” such as surveys, free wills campaigns, letters, etc.), systems & SOPs, coaching, and more. Get ready to seriously build your program with as little as 4-8 hours per month of your time!
(Investment (Pilot client rate): $4,900 per month)
Done-For-You Growth
For new or existing Planned Giving Programs. For 12 months we’ll be your Planned Giving Lead, embedded with your team. It includes everything in the “growth intensive” and more - with expert hands-on support year-round. All our work is completely custom to your needs and based on our PLAN(ned giving) Framework.
(Investment (Pilot client rate): $3,500 - $5,000 per month)
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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