The following services are provided in collaboration with professional consulting firms.

  • General Consulting
  • Planned Giving in a Box˜ Implementation
  • Marketing Plans & Audits
  • General Planned Giving Audits
  • Campaign Gift Counting and Acceptance Policies
  • Goal Setting, Prospect Management, and Program Assessment
  • Gift Illustrations on Demand (for donors; personalized with calculations)
  • Donor Interviews/Story Copywriting Services
  • Phone and email line for quick questions (not construed as legal advice)


  • Webinars
  • Training
  • Speaking Engagements