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{WEBINAR: DATE TO BE ANNOUNCED}
How many planned gifts have you actually closed because of a platform? Field-tested marketing tactics that work—and why most "modern" approaches quietly fail.
{COURSE: BEGINS JANUARY 14}
4 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years. This course will translate into decades of benefits for your organization and your career.
{WEBINAR: JANUARY 7}
A dive into how the One Big Beautiful Bill Act will change donor behavior, tax-efficient giving strategies, and campaign planning — starting in 2026.
Complimentary planned giving primers for all professional fundraising associations.

A platform can't sit across the table from your family. Live session led by an estate planning attorney, with Q&A — because your and your donors' legacy deserves strategy, not software. Available as a tailored program for your organization. Contact us to bring this to your organization.

A platform can't sit across the table from your family. Live session led by an estate planning attorney, with Q&A — because your and your donors' legacy deserves strategy, not software. Available as a tailored program for your organization. Contact us to bring this to your organization.
Additional programs are released selectively throughout the year.
Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart.