1288 Valley Forge Rd. Building 82
(800) 490-7090

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 sync 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 research-based 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 well-researched strategic planning using educational interactive tools, planned giving marketing materials, direct mail, and electronic lead-generation.

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

Who We’re Not.

We are not a calculatorsoftware, or tax advisory firm. Such back-office support systems help you structure complex gifts. They should be down on your priority list because they don’t 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.

*Whose research?

  1. Our own since 1999.
  2. Russell James.
  3. DMA (Direct Mail Association).
Gary Bukowsky Planned Giving Sarah Reed Children's Center (formerly at Gertrude Barber Institute)

I just wanted to say I love the new layout you guys have. Very clean and easy to navigate.

Gary Bukowski
Sarah Reed Children's Center
Jessica Chapman Als Planned Giving

I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.

Jessica Chapman
Director of Planned Giving, ALS National
Ted Reese Planned Giving Harrisburg Symphony

They get results. Cutting edge ideas and donor centric messaging with a dash of humor

Ted Reese
Director of Development, Harrisburg Symphony Orchestra
Sleezer Matthew

I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.

Matt Sleezer
Planned Giving, Rochester Regional Health Foundations

We are not affiliated with PGMarketing.Com.