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      • Which way to grow?
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      • Grow Better!
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      • Book a Speaker
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    • Which way to grow?
    • Grow Fast!
    • Grow Better!
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    • Marketing
    • Legacy Society Projects
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    • Staff & Board Training
    • Book a Speaker
  • News
  • Resources
  • About us
  • Contact us

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GROW BETTER with real PLANNED GIVING solutions.


Welcome!

Keep GROWING

You're here for a reason.

It's likely you're looking for ways to grow planned giving at your nonprofit. You'd like to see more longtime supporters raising their hands, asking to be included in the legacy society. 


You need meaningful conversations with the people who care enough to consider a legacy gift. Maybe you're understaffed and need outside, specialized help.


We can help with any of your goals right now, so thank you for visiting, and we look forward to meeting you.

You want to keep growing. Let's do it BETTER, simpler & easier on your budget.

Your nonprofit needs revenue. Bequests and other planned gifts have MAJOR POTENTIAL. But right now, you lack time and resources, looking for specialized help, but find companies & consultants that are cookie-cutter, too technical or too expensive. Let us help you GROW BETTER.


Do any of these speak to you?


  • Your org lacks a dedicated planned giving person. 


  • You're the only planned giving person at your nonprofit.


  • Your org has a lapsed planned giving program.


  • Current/past marketing/outreach efforts have been blah at best.


  • You're interested in fresh ideas to unearth prospects.


If you're looking for a fresh perspective, we can help with prospect strategies, marketing, legacy stewardship, CGA programs and more.


How it works. After a 30-45 minute call, we give you a clear proposal for services. Once you sign off, you'll receive a plan of deliverables, timeline and promise your work will be finished on time - and on budget. We offer monthly fees range from $1,500 to $5,500 which can include multiple projects and services. Get growing BETTER.

What are your challenges right now?

Let's talk about it. We're happy to listen.


Schedule a complimentary call - we'd love to hear from you! 


CONTACT US

What are you thinking right now?

"We have so much planned giving potential, but it's messy."

Are you a major gifts officer suddenly "in charge" of planned giving? Did you inherit a tangled web of resources and service contracts? We'll tackle your challenges and sort out your situation. 

"We could grow better if our staff & board are aligned."

Do.your staff and board understand the crucial role planned giving plays in your nonnprofit? Ae they familiar with the potential for bequests, gifts of non-cash assets, DAFs, IRA QCDs & more, now is the time to offer your staff and board education and inspiration.

"We could reach bettter prospects with elevated marketing."

Looking for better results from marketing? We've been in the business a long time and offer tailored strategies to fit your budget. And not just planned giving - our INSIDER NEWSLETTERS speak to major gift prospects, too.

"Some things are too complex. We need specialized services."

Do you need help with a Charitable Gift Annuity Program, gift acceptance policies, complex gifts? Our experts can help with any of your planned giving challenges.

Need to GROW BETTER?

You have everything to gain by setting up a complimentary call. Ask us anything about the wonderful world of planned giving and we'll give you honest answers and expert perspective. Let's discuss growing in a way that works for you and within your budget. We can provide you with a same-day proposal. 


We're ready when you are. 

SET UP A COMPLIMENTARY CALL

We've worked with nonprofits of all sizes & shapes.

"An unmatched value for a truly collaborative approach. Your work takes our program to the next level. Thank you."


Chip Junkin, McDaniel College

We can help you, too.

CONTACT US
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The Planned Giving Agency, LLC

Copyright © 2025 The Planned Giving Agency. Content is educational, not intended as legal advice.

THE PLANNED GIVING AGENCY, LLC

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