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Directory of Consultants

Welcome to our alphabetical listing of the independent consultants with the skills and know-how to help you get the most out of your Planned Giving in a Box implementation. Click on any of the letters in the Letter Column to jump directly to that page.

Would you like to become a Preferred Partner? Apply now!


Are You
Preferred?

Why wait? Become a Preferred Provider. Expand your practice and ramp up your career with the Planned Giving in a Box advantage. Everything you’ll need is in The Box. Apply now!


Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

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Are You Preferred Yet?

Why wait? Become a Preferred Provider. Expand your practice and ramp up your career with the Planned Giving in a Box advantage. Everything you'll need is in The Box. Apply now!