Consulting Services

How do you start a planned giving program?
I don’t have time to ask people to volunteer for one more program.  Who should lead this initiative?
How do we get people to include our endowment fund in their estate plan?
We don’t have the resources to hire a full-time development person.  Does that mean we can’t have a more focused effort on gift planning?
We don’t have any wealthy people in our congregation.  Why should we even bother with a gift planning program?


As a ministry, you don’t have to reinvent the wheel when you are considering starting a planned giving program.  We are here to help guide you as you establish and implement an effective, stewardship based planned giving program.  It isn’t just about finding a great volunteer or paid development director, but rather about building an excited and educated group of gift planning advocates to take on the role of encourager and motivator.  We also want to show you how to coordinate marketing materials, that include: your website, bulletin inserts and newsletter articles, that allow people to “self-identify” to take advantage of the planned giving opportunity your ministry is making available.


We will help you set up a program from marketing, to working with donors, to making sure all of the gift planning documents are completed.  No inventing required, just implementing a proven planned giving program that is tailored to match the personality and needs of your ministry.