Secure Long-Term Financial Commitments with Ease
Are You Missing Out on Future Donations?
Nonprofits often leave thousands (or even millions) of dollars on the table simply because they don’t have an efficient system for identifying and nurturing potential planned giving donors. If your organization is struggling with unreliable funding, low donor engagement, or missed revenue opportunities, it’s time for a change.
How We Help You Secure Planned Giving Comittments
Your organization’s financial future shouldn’t be a guessing game. With our Done-for-You Planned Giving Survey Campaigns, you’ll identify donors who are willing to leave financial contributions in their wills—without the manual work or stress. Our last campaign yielded $3.2 million for our client.
Your Big Fundraising Goals, Simplified
We help small to medium-sized nonprofits like yours secure long-term financial commitments so you can focus on growing your mission, expanding your reach, and making a greater impact.
The Solution
Planned Giving Surveys
Planned Giving Strategies
Helps secure long-term major donor commitments.
AI-Driven Fundraising Optimization
Identifies high-value donor opportunities
Save Time and Reduce Staff Burnout
Automated Outreach reduces manual, repetitive tasks and serves up interested prospective donors.
How It Works
Step 1: Book Your Fundraising Strategy Session
📅 Schedule a call to uncover untapped fundraising opportunities.
🔹 Gain expert insights tailored to your nonprofit’s needs.
Step 2: Get a Custom Fundraising Action Plan
Work with us to develop a proven strategy to increase donations.
Optimize donor engagement and secure long-term funding.
Step 3: Unlock More Giving Potential
Start implementing your plan and see immediate fundraising results.
Maximize revenue streams and ensure long-term financial success.
Client Results
Some Clients We Have Worked With