Whether you’re just getting started to expand your fundraising efforts or looking to develop or restart a planned giving program, Planned Giving Advancement can provide outsourced services that save precious time and resources.

Planned Giving Advancement constructs effective planned giving programs that allow nonprofits to diversify their revenues, build important donor relationships and enhance the growth of their endowment.

We provide the tools to launch Legacy Societies and train you and your team to identify and implement the most cutting-edge gift planning techniques.

We promise that nonprofits will be able to build and enhance their endowment for the mission by setting up a planned giving program.

We promise that nonprofits will be able to increase their revenue now and exponentially in the future by educating donors about the benefits of noncash gifts.

We promise that donors will be more satisfied when they are able to save taxes and maximize the benefits of their gifting.

We promise to be a resource for the nonprofits we serve.

Consult with us to develop a solid infrastructure for a planned giving program including planned giving assessment and feasibility studies, gift acceptance guidelines, prospect identification, board/staff trainings, as well as systems to market and administer planned gifts.

Bring awareness to your constituents about the impact of gift planning through innovative educational events and consistent marketing and communication strategy. Let us help you establish stewardship plans, giving societies and legacy events.