Are We Meant to Be?

Planned Giving is a Relationship Business

A partnership in gift planning is like a relationship — it takes both sides to make it work. That is, if we are not in synch with each other, our relationship will not succeed.

Please read below to ensure we are a match. Good relationships are built on good communication, and that’s the business we’re in.

Who Are We?

We’re a planned giving marketing and communications firm. Our mission is to get your message through to your donors, so you can raise more and larger gifts.  We do this with strategic planning using educational and interactive tools, planned giving marketing materials, direct mail, and electronic lead-generation.

In short, we focus on front-end marketing tools. That is, resources that help you bring in the gifts.

Who We’re Not.

We are not a calculator, software, or tax advisory firm. These back-office support systems help you structure complex gifts. They should be down on your priority list because they don’t serve to expand your marketing reach.

For example, only 3.8% of planned gifts require a calculator. So why spend energy there when the return on investment is near zero?

We’re a people business.  What business are you in?

We make our living by keeping planned giving simple. Others make their living by keeping it complicated. The choice is yours.