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

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 organization’s needs, we provide complete marketing solutions so that you can continue to focus on what you do best: Creating relationships, 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.

Related Services

We can also help you with:

  • Gift Acceptance Policies
  • Campaign Counting Guidelines
  • A thorough audit of your program
  • A thorough audit of your marketing plan


Planned Giving Website

Direct Mail

Display Ads


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