Consulting Services

Helping Nonprofits to Thrive and Grow

Goals and Challenges

Do you need to revamp your existing planned giving program, or build a new one from scratch?
Are you looking for a new, professional perspective on your legacy giving program to get it where it needs to be?
Are you having trouble hiring right team members?
Are your marketing efforts producing lackluster results?
Or, are you simply exhausted trying to do it on your own?

If you answered yes to any of those questions, you’ve come to the right place.

Mini Consulting

Not ready to commit to full consulting services? Invite Jonathan Gudema, JD, and Viken Mikaelian for a two-hour consulting session.

Ask any question
Have as many join from your organization
Session recorded for future use
Set of three Pocket Guides for your team
LENGTH: 2 HOURS
$1,500

Disclaimers: These sessions are not to be construed as legal or tax advice. Due to time constraints, please avoid highly technical questions (Ex.: Tax implications of a CRUT or CLT). Need additional Pocket Guides? They are available at a 55% discount.

The Planned Giving Conversation

Learn how to initiate the planned giving conversation, begin a dialogue or make the ask. Program leader: Jonathan Gudema, JD.

Ask any question
Learn how to develop your “Legacy Opener"
How to overcome hurdles
Learn which life events are good triggers
Find out if they have an estate plan, and what to suggest
Session recorded for future use
Set of three Pocket Guides for your team
LENGTH: 4 HOURS
$3,000

The Solution

Led by our in-house planned giving consultant and attorney, Jonathan Gudema, Esq., and backed by our team of content and marketing experts, we can approach any challenge with more than 50 years of combined planned giving expertise.

With the support of PlannedGiving.com’s time-tested marketing and outreach strategies, our consultant can hand-build and customize programs to get your organization’s planned giving program up and running with more efficiency and effectiveness than ever before.

Implementing a robust planned giving program is one of the smartest things you can do for your nonprofit. It’s not only a smart way to carry your mission far into the future, it distinguishes your organization by adding a layer of trust, sustainability, and legitimacy that donors appreciate.

We can help your organization with:

Gift plan evaluations
Gift acceptance policies
Team-building
Finding board members
Getting your board on board
Marketing campaigns
Building and maintaining websites
Content evaluation and generation
And much more.

Our Strength

We may not be as large as CSS or other colossal consulting firms, with hundreds of consultants and thousands of clients, but our smaller scale and hyper-focus on planned giving is our strength. We are a boutique firm with seasoned experts who are happiest when we’re helping no more than a handful of clients. It’s our way of keeping quality control, well, under our control.

Campaign Package Preview

Our campaign package addresses all these needs in one annual fee of $12,500.

Annual Assessment and Roadmap for Planned Giving Donor Engagement (includes fact gathering, comps with competition, recommendations for getting immediate results).
Gift closing advice/counsel – Will answer any legal questions and/or challenges throughout the year, as well as guide you to closed gifts (Note: this service may include direct donor interaction if staff are also on the call).
Quarterly check-in meetings – Assess how plans are being implemented, propose adjustments where needed, reassess to make sure engagement goals are being met.
Access to all training programs – For all staff throughout the organization to stay abreast of law changes and best practices for improving your efforts.

Additional consulting:

Customized board presentations
Internal staff training programs
Surveys
Matching gift campaigns (includes guidance, materials, webpage for email, print marketing)

Book a free consultation today, start building that endowment, and get your share of the Great Wealth Transfer. The best time to start a planned giving program was 25 years ago. The second-best time is today. What are you waiting for?