Planned Giving

Planned giving gives donors an opportunity to support an organization’s mission beyond annual contributions and can become an important part of long-term financial sustainability. Yet many mission-driven organizations have not developed a clear, consistent way to introduce planned giving to the people who care most about their work.

making legacy opportunities accessible

Programs that connect donors with your mission

We help organizations develop planned giving programs and approaches that make the opportunity understandable and accessible to donors. The goal is to establish a sustainable practice for communicating a variety of legacy giving opportunities, building relationships with prospective legacy donors, and connecting long-term generosity to the future of the mission.

Who it's for

Nonprofit organizations, schools and educational organizations, and churches or congregations seeking to establish or strengthen a planned or legacy giving program.

Nonprofits and churches

Schools and academic organizations

insights

Articles on capacity building

T.A. Dickel Group

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A capital campaign is a multi-year fundraising initiative that takes significant time and energy. Campaigns can raise significant dollars to...

Photo by Lukas on Pexels.com

An important responsibility of leaders is running meetings. We have all attended meetings that resulted in nothing changing. In an...

More nonprofit services

Capital Campaigns

Assess readiness and plan effective campaigns​​

Fundraising

Identify opportunities to enhance fundraising and map next steps

Grant Writing

Support for developing competitive grant applications from a wide variety of funders.

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