Planned Giving
We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.
Our innovative approach makes running a successful planned giving program accessible to virtually any nonprofit organization. Instead of high hourly fees or steep project-based fees, Planned Giving Advisors offers its clients a cost-effective annual fee that includes guidance in addressing any gift planning scenario, donor-specific gift planning illustrations, and ongoing support in meeting the challenges of managing a planned giving program.
In addition to gift planning advisory services, Planned Giving Advisors provides as part of our annual fee a full suite of fundraising support tools: a state-of-the-art web-based education program and a library of turnkey marketing and legal documents, continually updated to reflect changes in law and regulations. These services are designed to help nonprofits maximize their planned giving efforts without increasing current fundraising and marketing staff.
