Ideal for: Nonprofits starting their first Planned Giving program.

Includes:

• A customized PG plan

• 3 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: $8,000
Timeline: 1 month + Follow Up.

Ideal for: Nonprofits who are ready to take Planned Giving to the next level!

Includes:

• A customized PG plan

• 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)

Investment: Starts at $40,000 - Equal to one average estate gift!
Timeline: 6 Months + Follow Up

Ideal for: Nonprofits who are ready to hire an in-house planned giving fundraiser, but lack the budget for a full-time senior role:

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: starts at $5,000/ Month for a 12-month retainer.

Ideal for: Small charities who need senior fundraising support at an affordable price!

Think of us as your part-time Fundraising Director! We create a 12-month fundraising plan, then we implement it. Everything is included from high-level strategy to stuffing envelopes.

Investment: Starting at $5,000/month