Regular and Estate Giving

Regular Giving Counsel

Regular Giving strategies increase your support for ongoing operations and programming. We provide innovative tools for cultivating and growing your regular giving, such as advisory panels, recognition and acknowledgement, communications, database expansion and management, challenge gifts and interactive direct mail appeals.

Estate Giving Counsel

Estate Giving reduces your reliance on ongoing campaigns and special events. We create and help implement solicitation and receipt systems, policies and guidelines and strengthen connections for charitable trusts, bequests and more. Services include audits and capabilities analysis; technical and systems support for bequests, annuities, trusts, gifts and other assets; and training and solicitation support.

Comprehensive Development Plan

A Comprehensive Development Plan delivers an organizational overview for your development plan and fundraising operations. This plan provides targeted observations, detailed priorities, benchmarks and recommendations that motivate your organization to raise more money. We help organize your annual development calendar and set yearly priorities. A tactical timeline brings everything together in one place.

For information contact us at [email protected].