On Demand Consulting Services

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. Fueled by new 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?

Professional Action Plan:

After a complimentary initial review, we propose a plan of action which can make a big difference to the bottom line equal to many times the professional fee.

Strategy Sessions:

Behind the scenes assistance or a second opinion for development professionals working with a donor’s complex philanthropic plans. Our proprietary design and presentation software allows the integration of multiple strategies with varying assumptions, resulting in an excellent presentation tool for working with high net worth donors. We take complex issues and make them easy to understand.

Donor Meetings:

Individual donor meetings on behalf of your organization, on site or at our offices.