Our Services

The Planned Giving Coach offers a full array of services to help non-profit organizations and their development staff conduct effective planned giving programs.

Planned Gift Development System -- We work with you to design and install an effective system for consistent planned gift development.  This is the quickest way to get a planned giving program up and running.  More..

Planned Giving Office -- We provide full service support, so you can outsource your planned giving program for a fraction of the cost of hiring a full-time planned giving director. More..

Gift Annuity Programs  --  We guide you through the set-up and operation of an effective charitable gift annuity program, including policies, regulatory compliance, marketing and administration issues.  More..

Coaching  --  We provide expert personal coaching service that is convenient and affordable.  We guide you through the steps of soliciting and closing planned gift arrangements. More..

Website Marketing -- The PG-Coach was partnered with FutureFocus to provide state-of-the-art website marketing of planned gifts for our clients.  Please take a look at the extensive web-based marketing program that is available through FutureFocus here: www.futurefocus.net
 

Planned Gift
Development System

Planned Giving
Office
Planned Giving
Program Audit
Charitable Gift
Annuity Programs
Coaching Services

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