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

Products and Services

This is a partial list of the planned giving marketing products and services we offer. Our goal is to give your organization the tools to thrive in the competitive nonprofit marketplace. We often honor requests — 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 Videos
  • Planned Giving Websites for Advisors
  • Donor Surveys (online and U.S. Mail)
  • Online Calculators (for Donors, Advisors and Nonprofits)
  • eMarketing & Landing Pages
  • Brochures & Estate Planning Guides
  • Postcards & Direct Mail (lead generation)
  • Content Library, Toolkits, Articles
  • Gift Illustration Spec Sheets (for brochures, newsletters, leave-behinds)

Outsourced Planned Giving & Consulting Solutions

  • Consulting Services
  • Marketing Audits
  • General Planned Giving Audits
  • Campaign Gift Counting and Acceptance Policies
  • Goal Setting, Prospect Management, and Program Assessment
  • On-site 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 Includes Gift Comparison Chart (spec sheet)