Not Every Organization is Ready for Planned Giving.

Planned giving isn’t just another fundraising tactic—it’s a long-term strategy that requires commitment, expertise, and the right partners. This readiness assessment isn’t just for us to get to know you—it’s designed to help you reflect on your organization’s current status, challenges, and opportunities.

By completing this form, you’ll gain a clearer picture of where you stand and what’s needed to build a stronger, more sustainable planned giving program. And if we’re the right fit, we’ll help you get there with the tools, strategy, and support you need.