What We Do

The Research-Based Planned Giving Marketing Firm

Planned gifts can get complicated; marketing them shouldn’t be — we are the authority on planned giving marketing.

Any fundraiser can raise more and larger gifts by using our proven marketing system, because it helps the donor understand how easy it is to make a planned gift … whether you have a formal planned giving program or not.

Before you partner with us, read about what we’re not. You can also subscribe to our weekly tip.

[Download general services sheet.]

Planned Giving Websites

Enterprise-level planned giving websites for mature programs down to simple solutions for smaller nonprofits.


eBroadcasts, Landing Pages, Analytics. Most include videos, resources and FAQs for donors.

Direct mail/Lead Generation

Direct mail and lead generation for inbound marketing and outreach.


Planned giving brochures and gift comparison charts you need on a daily basis.

Display ads

Custom designed display ads for your publications.

Gift Annuity campaigns

E-marketing, landing pages and direct mail for Gift Annuity campaigns.


Turnkey, affordable websites for the smaller shop.

Planned Giving in a Box

Formalize your program, build your constituency, and market planned gifts. Everything you need is in The Box.

Estate Planning Booklets

Over 50% of Americans do not have a will. Here’s a charitably-minded tool that will educate them.

Your Roadmap to Success

You can’t get ahead in the long term without investing, and education is one of the most important investments of all. Begin with our Webinars.

Another good place to begin is to assess your planned giving readiness level (it’s an interactive quiz that grades you and your board). Then, visit the basic principles on how to market planned gifts following up with our Marketing Q&A, our White Papers page, our subject-specific Answers pages, or our irreverent Blog. And don’t miss the handy tool that thousands of fundraisers already have working for them… pick up the latest edition of our Ultimate Quick Reference Planned Giving Pocket Guide and The Planned Giving Bible™.

New to planned giving? Here’s a summary of your basic gift planning vehicles along with videos, and typical donor profiles for each gift type.