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

Complete Enterprise Solutions

A Total System

How It Works

The goal? No fuss. No muss. Peace-of-mind.

Since our founding in 1998, we’ve been known for our high-quality planned giving marketing solutions — and we’ve been challenging the status quo ever since. These elegant Enterprise Solutions are the culmination of more than two decades of proven planned giving experience.

Available a-la-carte or customized to meet your nonprofit’s particular needs, we provide a complete marketing solution so that you can continue to focus on what you do best: Closing gifts and building your organization’s endowment.

Our high-end marketing bundles consist of several lead-generation tools cleverly designed to work together with your branding and your messaging. All solutions include a marketing calendar with implementation schedule.

We schedule an in-depth consultation with you or your organization’s principal players to gain a thorough understanding of your operation. Then we develop a comprehensive marketing campaign to fit your unique needs. Once you’ve approved your customized solution, we handle all the details required to implement and manage it.

It’s that simple: A complete, customized, turnkey system at your fingertips, developed by the industry’s leading planned giving marketing experts.

TYPICAL BUNDLE

Planned Giving Website

Direct Mail

Display Ads

Brochures

Each solution is customized after we gain a thorough understanding of your operation.
Includes a marketing calendar with implementation schedule.