We create values-based donor recognition programs to steward your most loyal supporters. Attract new donors with specific naming opportunities and special projects. You CAN offer meaningful recognition opportunities beyond "the wall."

Is your "legacy society" a shining example of stewardship? It could be! Exceptional recognition societies steward existing donors (so your organization STAYS in their will!) AND they're the cornerstone of your outreach efforts. The PG Agency will revive or build-out planned giving and recognition societies your donors will love.

When a person honors a loved one or marks important events in life with a gift to a charity -- that's a very significant expression of deeply held values. We will create a strategy to leverage your existing memorial/tribute gift program into a stewardship path for future planned gift and other philanthropic opportunities.

Everyone knows long term consistent donors are excellent prospects for planned gifts – but if a loyal supporter happens to break an otherwise consistent giving pattern, they can easily fall off your radar and out of your data selects. We can help you build queries to find lapsed loyals in your CRM and work with you to develop outreach and stewardship strategies that bring your “true blues” back into the fold.