Our Coaching Services
We are available to work with you on the nuts-and-bolts of planned gift development. Our coaching service provides you with individual guidance and assistance, so you can maximize your success.
Whether you need a new planned giving program or just an answer to a question, we are here to provide you with the support and guidance you need.
We specialize in guiding you through the process of working with your prospects and donors and designing planned gifts that meet their needs and philanthropic goals.
We offer three levels of coaching:
- On-site coaching with unlimited phone and email support
- Coaching by phone, internet conference and email
- Express coaching by phone for quick, one-time questions
Our coaching service provides you with expert assistance for:
- Program planning and management
- Marketing and promotions
- Prospect identification
- Donor cultivation and solicitation
- Technical gift design and implementation
- Planned gift administration
For more information about our affordable coaching servives and our prices, please contact us or look at our package of services through our Planned Giving Office.