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 We Are
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.
In short, we focus on strategic front-end activity that leverage rational and emotional triggers that bring in gifts.
Who We’re Not
We are not a calculator, software, or tax advisory firm. These firms provide back-office tactical tools to structure gifts.
In short, they sell you the phone; we make it ring.
We’re a people business. What business are you in?
We make our living by keeping planned giving simple. Others make theirs by making it complex.
I just wanted to say I love the new layout you guys have. Very clean and easy to navigate.
I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.
They get results. Cutting edge ideas and donor centric messaging with a dash of humor
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.