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I want to I Want To
Evaluate My Existing Planned Giving Program

If you've ever wondered whether your organization could be doing a better job at planned giving, you've come to the right place.

A large part of the work we do is helping development professionals enhance the effectiveness of their existing programs. You’ll find our program audits are a thorough way to ensure that your efforts are reaching their full potential. In particular, our consultants will help you enhance the strengths of your program, identify and address weaknesses, minimize the financial risks, and maximize the benefits.

Our range of services includes the following:

  • Analyzing staffing, budget, and administration
  • Reviewing and finetuning your policies and procedures
  • Examining and enhancing your marketing strategy and tactics
  • Helping you qualify prospects
  • Teaching you techniques to streamline proposal preparation
  • Consulting with you on complicated gift arrangements
  • Serving as a liaison between you and your donors’ advisors
  • Enhancing program stewardship to keep donors happy

We’ve rarely come across a planned giving program to which we couldn’t contribute.

Whether your program is small or large, basic or sophisticated, we can help you make it even better. Our staff is available for telephone consultation. If it’s judged to be appropriate, we can also come to your facility for a site visit and program review.

For more information and pricing parameters, please call PG Calc toll-free at 888-497-4970 or send us an email.

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