The Planned Giving Consulting Package Solution

We are here to help you meet all your planned giving program needs, from marketing materials to gift proposals.  We provide content for newsletters, postcards, brochures, and websites, as well as calculations, training, coaching, legal and gift consulting in a customized and economical manner.

Our package solution addresses all these needs in one for an annual fee of $3,600.

Legal and gift consulting questions and guidance

Need advice with a gift planning situation?  Answers to legal issues not big enough to hire a lawyer?  Need help designing a gift illustration that gives you the best chance at closing the gift?  Our package solution includes access to experienced planned giving attorneys and planned giving fundraisers. We’ll answer your one-offs and/or guide you through potential gift situations. And, if needed, for additional cost, we can get directly involved with your donor or their advisors to help close the gift.

Professionally written content at your disposal

You will receive access to timely content that you can use in existing publications, on your website or mailings, or even to create your own pamphlets.  Also, twice a year we provide new draft campaign material (text for newsletters, website, postcards, advertisements, etc.) so that you can consistently market the most pressing issues to your planned giving audience at a fraction of the cost that traditional planned giving marketing firm charge.

Coaching and training

Need to get yourself up to speed in all areas of planned giving? Or, maybe your fundraising staff needs to learn the basics?  Our package solution provides open access to our numerous webinar training programs throughout the year and the recordings.  We even offer monthly open calls for clients to learn from each other and get the guidance and inspiration they need.


Need simple calculations?  Use our online calculator (coming soon) or contact one of our consultants.  With your subscription, you’ll have all of the professional support to help you close gifts.

Presentation content

Need to make a presentation to your board or a donor group?  We provide numerous template PowerPoint slide decks which you can customize for your own needs.  We can coach you through preparing these presentations.  And, if you need an experienced consultant to make an onsite presentation, we offer that service in addition to our package solution.

Start-up and ramp-up campaigns

Need to refresh your planned giving program? Our special webinar programs include numerous ideas which we will help you apply to your own circumstances and take your planned giving program to the next level.  And, if you need a consultant to manage a planned giving campaign, you can retain one of our consultants.

Contact Jonathan Gudema at for more info.