The Research-Based Planned Giving Marketing Firm
Planned gifts can get complicated; marketing them shouldn’t be — we’re the authority on planned giving marketing.
We help busy executives like you to market planned and blended gifts, whether you have a formal planned giving program or not. Before you partner with us, read about what we’re not.
[Download general services sheet.]
Your Roadmap to Success
Finally, staying competitive means learning never stops.
First, assess your planned giving readiness level (it’s an interactive quiz that grades you). Then, visit the basic principles on how to market planned gifts. Then visit 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.
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.