alternate text


Find more donors.
Effective marketing is essential to the success of a planned giving program. It is also a time consuming endeavor with a lot of moving parts. Rely on our experience to help you mount and execute a successful marketing program, and find more donors!


Select the right combination of services for your organization, customized to meet your planned giving marketing objectives.

Your mission is unique. Your website should be too. Our customized approach will give you the credibility you seek. 

Email and eNewsletters

Stand out with beautifully designed, content rich custom email. It’s great for timely articles and DM follow-up to donors.

Direct Mail

An eye-catching piece of mail with just the right customer messaging is still the best way to connect with your donors.


Customize your life income marketing by adding personalized calculations to your email and direct mail.

Planned Giving Brochures

Educate your donors with custom planned giving content that includes mission and branding. Let us do the work for you.

Strategy and Analysis

We can help you perfectly align your marketing program with your goals and objectives for optimal results.

Suggested Packages

Combine any of our Marketing Services for a unique marketing experience that is narrowly tailored to your needs.


Our interactive, donor-facing tools help your donors find the best gift options for their needs.

A web-based, interactive calculator that provides deduction calculations for all of the planned gift types that your organization accepts.

Find Best Gift

An Interactive web-based tool that guides prospects to an ideal gift solution by using a simple question and answer interface.

How Can We Help You?

If you need help attracting new donors and keeping current donors engaged, contact us.
Andrew Palmer
Director of Marketing Services

Contact Andrew Palmer:

888-497-4970 E-mail

Have a question?