Planned Giving
Empower Your Mission With Planned Giving Solutions
Fundraising is more than securing donations; it’s about creating a lasting legacy. Our Planned Giving Solutions equip your organization with the tools, strategies, and insights needed to unlock your full potential and engage your givers at a deeper level.
Let's Make an Impact Together
Take the next step toward building a brighter future for your organization and your givers. Contact us today to learn how our Planned Giving Solutions can help you achieve your mission and leave a lasting impact.
The Power of an Integrated Funding Strategy
A sustainable future starts with a comprehensive approach to funding. An Integrated Funding Strategy combines various revenue streams—grants, donations, sponsorships, and planned giving—into a cohesive plan that aligns with your organization's mission and goals. By synchronizing these efforts, you not only amplify your fundraising impact but also ensure long-term stability and growth.
Our team specializes in crafting tailored strategies that help maximize your resources, engage your supporters, and create meaningful connections. Together, we can help your organization thrive and make a lasting difference in the communities you serve.
Essential Elements to Elevate Your Planned Giving Engagement
Planned Giving Programs
Lay the foundation for sustainable funding with expertly crafted strategies tailored to your unique needs.
Planned Giving Education Programs
Give your team the tools and know-how they need to tackle fundraising with confidence and make a real impact.
CPI Assessments (Capacity, Propensity, and Interest)
Find the right individuals and households and build stronger connections using data-driven insights that show you who’s most likely to support your mission.
Endowment and Foundation Planning
Secure your organization’s financial future with smart strategies built for long-term stability and growth.
Legacy Giving Communication Strategies
Connect with givers on a personal level with messaging that inspires them to leave a meaningful legacy.
Why Choose Our Approach?
At the heart of our solutions is a commitment to helping you grow more than funding—we help grow disciples and impact. Here’s what you can expect:
Maximize Generosity Potential
Unlock untapped opportunities and grow financial support through strategic planned giving initiatives.
Empower Your Team
Prepare your organization’s leadership with the knowledge they need to confidently manage relationships and build giving strategies.
Gain Giver Insights
Take the guesswork out of planned giving with advanced CPI assessments that illuminate your givers’ capacity, interests, and potential.
Create Long-Term Stability
Build a sustainable financial foundation through structured endowment and foundation planning.
Deepen Giver Relationships
Craft compelling legacy giving campaigns that foster trust, loyalty, and a shared vision of impact.
Build a Lasting Legacy for Your Mission
Imagine a future where your organization thrives with the support it deserves, all while fostering meaningful relationships that extend your mission far and wide. With our solutions, that future is within reach.
Take the Next Step
Join more than 10,000 organizations that have strengthened their mission through our work together—especially planned giving. Start creating a legacy of generosity and impact today.
Empower your impact. Transform your mission. Secure your future.