Company Philosophy

This belief underpins everything at PlannedGiving.com—informing our products, services, and culture, and making every solution inherently people-centered. We live and breathe marketing, planned giving, and donor relations. That human focus sets us apart: our strategies and tools carry a warmth and customization you won’t find elsewhere.

Experience and Expertise

With over 5,000 nonprofits served in 24 years, we know how to forge the connections that lead donors to pledge planned (and major) gifts. While technical know-how has its place, we believe a “people degree” is the true key to success in philanthropy. Centering on human relationships always drives better outcomes.

If our philosophy resonates, discover if we’re the right marketing partner for your organization.

Who We’re Not

We are not a back-office software vendor, tax advisory, or legal services firm. Those tools have their role—but they don’t make the phone ring. We focus exclusively on front-office marketing and donor engagement.

• Others sell you the phone; we make it ring.
• We’re in the people business, not the legal business.
• Large enough to serve you, small enough to know you.

We are PlannedGiving.com. The name says it all.

Vision Statement

Providing unparalleled resources to nonprofits so they align donors with their philanthropic goals, enhance their giving experience, shape their legacies, and create a reliable source of funding that fulfills their desire to better the world.

Thought Leadership

We publish Visionary Voices, cutting-edge insights and expert commentary at Philanthropy.org, empowering fundraisers to sharpen their skills, anticipate sector shifts and lead with authority. We urge you to apply.

Mission Statement

We help nonprofits establish legitimacy and trust by showing donors they are here to stay. We position organizations to build strong planned giving programs, grow their endowments, and carry their mission forward for generations to come.