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

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
  • 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)

Planned Giving Pocket Guide Includes Gift Comparison Chart (see layout)
Slip this handy booklet into your pocket before your next round of prospect calls. It's 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.