Consulting on Planned Giving Development​

We’ll provide your organization with a customized set of services that uniquely meet your asset-based and planned giving needs. This kind of support will elevate your planned giving strategy and complement the resources you have in place!

This option is great for organizations with an existing strategy, seeking, a third-party perspective, or additional resources without adding additional roles.

We’ll Provide Expertise and Support in:
  • Fund strategy and creation: restricted funds, endowments, foundations, etc. 
  • Gift acceptance policies, procedures, and documents
  • Interactive training on introducing and accepting estate and non-cash gifts
  • Positioning recommendations on web content, campaign materials, or educational resources
  • Donor storytelling for internal or external use (written, audio, or video)

Starting at 10 Hours per Month


Whether your board, staff, or other stakeholders need a new perspective on planned giving or complete training, we’ll equip your leaders with greater confidence in explaining and implementing planned giving tactics.


We’ll provide guidance and expertise to your team on specific or unique donor situations to create a strategy that meets that donor’s unique values and goals.


We’ll help you and your team create content that explains and illustrates the planned giving tools your donors may be considering or the resources to support your donors.

Ready to get started?

Share This