Online Will Planning

(The Good, The Bad, and The Ugly)

Combining Trusted Marketing Expertise With Legal Know-How

The Planned Giving Authority


Websites, Landing Pages

Direct Mail

Postcards, Tracking Tools


Brochures, Content Development

The Box

All the Smarts You Need in a Box


Content, Letters, Forms, Videos

Get In Touch!

Please contact me. I have questions or need consultation about your planned giving marketing services.
Please select one:
How did you hear about us?

Company Policy:

We do not sell or share your information.

Schedule a Free Consultation with a Planned Giving Specialist


We’re friendly people! Fill out the form on the left, email us at, or just pick the phone and call.

365 Opportunities Year End Giving
Year-End Giving
Viken Mikaelian

Are You Ready for Year-End Giving?

The end of the year is coming fast, and there’s a lot to get done if you’re a fundraiser. After all, at least half of all nonprofits receive the majority of their annual donations during the holiday season. And according to studies by Network for Good, 12% of all giving happens in the last three days of the year!

Read More »
Estate Planning
Patrick O'Donnell

If You Don’t Write Your Will …

Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.”

Read More »

Reach out! We look forward to hearing from you soon.


We value your privacy and keep your
information private. We do not spam.