"We just purchased a new phone system … but it’s not ringing!"

Sounds Silly?

Yes it does. But we hear something similar often: “Our planned giving website is not getting any visitors.”

When you’re not getting website traffic (or phone calls), there’s a simple explanation: You can’t expect people to know something exists if you don’t tell them about it. And for that, you need marketing. Hands down, it’s the best way to raise awareness not just about your website, but your entire planned giving program.

That’s where we come in. We live, eat, and breathe planned giving. We’ll make your phone ring, send visitors to your website, and help you raise awareness about your mission.

Contact us today to get started. The longer you wait, the more planned gifts you stand to lose out on.

Products & Services

Online Marketing

  • Planned Giving Websites
  • Videos
  • e-Broadcasts


You can’t get ahead in the long term without investing, and education is one of the most important investments of all. Begin with our courses for Major Gifts and Planned Giving officers.

Another good place to begin is to assess your planned giving readiness level (it’s an interactive quiz that grades you and your board). Then, visit the basic principles on how to market planned gifts following up with our Marketing Q&A, our White Papers page, our subject-specific Answers pages, or our irreverent Blog, Give & Take. And don’t miss the handy tool that thousands of fundraisers already have working for them… pick up the latest edition of our Ultimate Quick Reference Planned Giving Pocket Guide and The Planned Giving Wiki™.

New to planned giving? Here’s a summary of your basic gift planning vehicles along with videos, and typical donor profiles for each gift type

Reach out! We look forward to hearing from you.


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