Stay in the Know

News and Opportunities

The Planned Giving Boot Camp

Updated and Expanded

“Change is constant.” We are entering the “golden age of philanthropy” as Robert Sharpe pointed out in his recent article on the generational wealth transfer.

Our firm is in flux too, and on purpose. As others in the industry operate using the same old playbook (Ask, ask, ask; give, give, give), we’ve shifted our paradigm:

Educate Donors to Invest in their Legacy

The intended end result is the same, but this donor-centric approach is more effective — and planned giving plays a major part.

We’re now offering an institutional license for The Planned Giving Boot Camp, which explains it all. Attended by thousands, it is the premiere PG program in the fundraising marketplace. Plus, we’re just about to add The Boot Camp for MGOs. After all, a planned gift is a major gift.

If interested please get in touch. I will personally place you in touch with a planned giving specialist.

Megan Clemens

All the Smarts You Need “In a Box”

Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.

Planned Giving Wiki Logo

Planned Giving Wiki

This is the definitive resource for professional gift planners. It covers all of the relevant information you’ll ever need as far as technical details go.