Services

  • Our done-for-you solution that’s ideal for nonprofits starting their first Planned Giving program.

    We make Planned Giving as easy as possible – adding to your capacity by providing you with everything you need to run your Planned Giving program with only 2-4 hours of your time per month.

    Includes:

    • A customized PG plan

    • A PG case for support

    • 4 Pieces of PG copy for your website, social media, and/ or direct mail

    • 2 Sessions of Staff coaching and training

    • A toolkit for successful PG fundraising

    • 2 Follow-up coaching calls for plan implementation

    Investment: $5,000 - $10,000
    Timeline: 1 month “intensive” or 3 months “relaxed pace” + Follow Up.

  • Our done-for-you solution that’s ideal for nonprofits who are ready to take Planned Giving to the next level!

    We make Planned Giving as easy as possible – adding to your capacity by providing you with everything you need to run your Planned Giving program over a full year.

    Our unique multichannel approach will generate a wealth of Planned Giving prospects and expectancies!

    Includes:

    • A customized PG plan

    • A PG Case for Support

    • All PG copy for your website, social media, and/ or direct mail needed for the year

    • 3 months of staff coaching and training

    • A toolkit for successful PG fundraising

    • 6 Follow-up coaching calls for plan implementation

    • One Planned Giving Donor Acquisition (i.e. a survey, calling campaign, etc)

    • Optional add-on: Digital ads strategy & implementation

    • Optional add-on Online Will writing campaign with our partner, Epilogue.

    Investment: $30,000 - $50,000 (Equal to one average estate gift!)
    Timeline: 6 Months + Follow Up

    Ask us about our special “Innovator Client” rates - available for our first 4 clients!

  • Our comprehensive done-for-you solution that’s ideal for nonprofits ready to hire an in-house planned giving fundraiser, but lack the budget for a full-time senior role, or who otherwise are struggling to hire in-house.

    Includes everything in “supercharged planned giving”, and we will do the hands-on work to run your program! This includes everything you need for successful planned giving from strategy to stuffing envelopes! Contact us for more details.

    Investment: $5,000 - $8,000/ Month for a 12-month retainer.