Three great ways to GET GROWING
1. Grow FAST
Start with us, and you'll have a report, checklist & key deliverables in two weeks. You'll see your planned giving potential and next steps clearly with clarity and peace of mind about your nonprofit's way forward. Grow fast for just $775. We can't wait to help you get growing!
2. Grow BETTER
Take your planned giving to the next level with new prospect strategies, fresh marketing, next-level stewardship, CGA outreach and more. We'll uncover strengths you don't realize, help make the most of what's already in place and give you actionable, easy to implement, and sustainable projects.
3. Grow with Staff & Board TRAINING
Nonprofits with successful planned giving programs have something in common - a high level of staff & board engagement. With so much 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.
Looking for PLANNED GIVING MARKETING?
Our marketing solutions are practical & budget-friendly.
We can handle your planned giving marketing in a way that's gentle on your budget, and reaches your top planned giving prospects with authentic outreach.
You don't need to be an expert. You just need a little help from your friends in planned giving.
We're more than an agency, we're your friends in planned giving
We've helped nonprofits of all sizes & shapes
We can help yours, too.
The Planned Giving Agency
We'd love to meet you.
Would you like to have a casual conversation about your nonprofit's planned giving potential? Please set up a call or zoom today. We look forward to meeting you, because we're more than a consulting firm, we're your friends in planned giving.