Below are tools you need to thrive in a competitive marketplace. If you need a product or service that’s not listed, just ask.
Planned Giving Marketing &
Lead Generation Tools
- Planned Giving Websites for Donors and Nonprofits
- Planned Giving Websites for Advisors
- Planned Giving Videos
- Donor Surveys (online and U.S. Mail)
- Online Calculators (for Donors, Advisors and Nonprofits)
- Landing Pages & eBroadcasts (eMarketing)
- Brochures & Estate Planning Guides
- Postcards & Direct Mail (lead generation)
- Content Library, Toolkits, Articles
- Gift Illustration Spec Sheets (for brochures, newsletters, leave-behinds)
Back-Office Consulting
- General Consulting
- Marketing Plans & Audits
- General Planned Giving Audits
- Campaign Gift Counting and Acceptance Policies
- Goal Setting, Prospect Management, and Program Assessment
- Primers for Staff, Board, Volunteers, & Leadership
- Gift Illustrations on Demand (for donors; personalized with calculations)
- Donor Interviews/Story Copywriting Services
- Phone and email line for quick questions (not construed as legal advice)
