The following services are provided in collaboration with professional consulting firms.

• General Consulting
• Planned Giving in a Box˜ Implementation
• Marketing Plans & Audits
• General Planned Giving Audits
• Campaign Gift Counting and Acceptance Policies
• Goal Setting, Prospect Management, and Program Assessment
• Gift Illustrations on Demand (for donors; personalized with calculations)
• Donor Interviews/Story Copywriting Services
• Phone and email line for quick questions (not construed as legal advice)