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

Products and Services

Below are  tools you need to thrive in a competitive marketplace. If you need a product or service that’s not listed, just ask.

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)

(800) 490-7090

1288 Valley Forge Road Building 82 Valley Forge, PA 19460

Planned Giving Pocket Guide (buy)