FAQs

I purchased the Basic Package. What if I have questions about the Legacy Gift form?

We offer one hour of complimentary support or training for this purchase.

We would like to purchase additional training and gift planning services.

You can purchase these items by contacting us directly at ellen@pgadvancement.com

Do you offer planned giving marketing?

We can provide you with a communication plan and messaging for your Legacy Society or Legacy Challenge. In addition, we can provide messaging for several planned and noncash gift vehicles such as bequests, beneficiary designations, long-term appreciated assets, IRA charitable rollover (QCDs), donor-advised funds and cryptocurrency. For a customized proposal, contact us directly at ellen@pgadvancement.com