Confidential Questionnaire

Whether you are a newbie or a seasoned expert, we'd love to know.

Here's where we get down to business.

Only 1% of nonprofits pursue planned gifts. We hope you are part of this group.

You would be surprised as to the types of challenges and priorities your peers encounter.

It's less than 1% nationally.

An endowment ensures stability, sustainability, growth, donor trust, and long-term impact.

We offer much more than planned giving websites and direct mail.

If you're working with another vendor, we will make sure the transition is seamless.

Donor stories motivate others to give and even create second time gifts.