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.

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)

(800) 490-7090

1288 Valley Forge Road Building 82 Valley Forge, PA 19460

Planned Giving Pocket Guide (buy)