Company Information

Planned Giving Strategies works in partnership with organizations that wish to begin or have already made a commitment to planned giving. We guide development efforts beyond short-term goals in a collaborative process built on trust and respect. Understanding the broader picture energizes non-profits to IMAGINE then create a brightly endowed future.

Planned Giving Strategies provides flexible options, giving non-profits access to cost-effective consulting services.

It all begins with a Planned Giving Design Review—

From a fresh perspective, we review your current or intended planned giving program to observe, listen, analyze strengths and address specific challenges. We realize that even the most capable internal staff can benefit from the skills and objectivity of outside planned giving counsel. Fueled by fresh insights, your organization can focus on how to better use present resources to begin a planned giving program or improve the overall effectiveness of current efforts.

Endowment is an organization's long-term lifeblood. How strong is your program?

The Planned Giving Strategies Team