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 calculator, software, 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).