The Box: Perfect for Consultants

Planned Giving in a Box

Help Nonprofits Grow and Prosper

Consultants Add Value to Planned Giving.

We believe you, as a consultant, have an opportunity to significantly improve your consulting practice by leveraging our proprietary content to help your clients grow. They need your help.

The demand for planned gifts is at an all-time high. This is where our product, Planned Giving in a Box™, can address a significant marketplace need (i.e., nonprofits’ time constraints and/or expertise).

This leaves them in need of your help.

The good news? Our team at created a tool that gives your clients a powerful strategic advantage: It’s called Planned Giving in a Box™. It’s specifically designed for:

  • Beginning a new planned giving program.
  • Strengthening / formalizing an existing program.
  • Putting the “house in order.”

Planned Giving in a Box™ contains everything you and your client need: Tips and tricks, step-by-step instructions, professional advice, customizable forms, marketing materials, artwork templates, thank-you letters, a planned giving website, and much more. It’s a turnkey product that will help any organization grow.

How does it work?

A nonprofit (or your client) purchases The Box, and you help them implement it at your hourly rate. It’s that simple.

Our program establishes you as a coach to follow the instructions in The Box. Since everything is already “in the box,” you and your client will save time to focus on more important strategic matters instead of writing content, which in itself is tactical and not strategic.

Over 2,000 hours have been invested in the development of this legally-vetted product, with collaboration from lawyers, estate planners, graphic designers, and marketing experts. It’s truly a one-of-a-kind product that will drive results and help your clients find clarity of purpose, build relationships, and start attracting game-changing gifts.