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Make planned giving easy and cost effective for your organization.

We help your organization have a steady flow of support through planned gifts

Home: Welcome

What we do

Many non-profit organizations and foundations simply don't have the resources for a full-time planned giving specialist. We fill that role by being your strategic partner to make sure you maximize your opportunity in getting a constant stream of planned gifts in a cost effective way.

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Home: About Me

How we do it

Expertise. Ingenuity. Follow Through. Stewardship.

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Donor Outreach, Marketing, & Education

Creating Educated, Engaged, and Motivated Donors

We don't just sit back to answer questions from potential donors, we actively provide outreach and marketing to educate donors and engage them with your organization.

Gift Cultivation, Solicitation, & Stewardship

Helping create a steady flow of gifts

We use technology paired with human connection to cultivate, solicit, and help close planned gifts to further your mission and help the donor create the legacy they desire.

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Yes, I'd like to know more

Phone: 435-213-9986

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