Whether your organization has naturally reached a maturity to create a robust planned giving campaign, or unique opportunities have presented themselves requiring the establishment of a legacy and endowment infrastructure, we help you launch a campaign that both prioritizes donor prospecting, engagement and solicitation as well as a deep understanding of the technical aspects of offering planned giving opportunities to your donors.
Establish a Pipeline of New Donor Prospects
Fearlessly and Successfully Solicit Significant Gifts
Create Strategic Legacy Giving and Marketing Models
ASSIGNED PROJECT LEAD
WEEKLY PIPELINE AND SCRUM CONFERENCING
PROJECT MANAGEMENT IMPLEMENTATION
COLLABORATIVE ONLINE TOOLS