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

Back-Office Consulting

The following services are provided in collaboration with professional consulting firms.

  • General Consulting
  • Planned Giving in a Box˜ Implementation
  • Marketing Plans & Audits
  • General Planned Giving Audits
  • Campaign Gift Counting and Acceptance Policies
  • Goal Setting, Prospect Management, and Program Assessment
  • 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)
2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.