Part of Your Team

You want to be out and talking to prospects. Don't let marketing get in the way. Partner with us and you'll have an expert marketing team actively working to increase awareness of your planned giving program.


Strategy Sessions

We hold twice annual brain-storming sessions with you to identify goals, share best practices, provide direction, and discuss potential improvements to your marketing initiatives.


Analysis and Reporting

We put great emphasis on reporting, analysis and recommendations for all your marketing efforts. Both those internal and those in collaboration with PG Calc. Improving your program is our goal.

  Strategy and Analysis Features

  • Analytical Approach
  • Expert Advice
  • Analytics Provided Quarterly
  • Bi-Annual Strategy Review






Get Your FREE  Marketing Services  Demo Now!



What It's Like To Work With Us

We do this all day, every day, and know what it takes to run a successful planned giving marketing program. We can help you make sound strategic decisions about the future of your program.


Marketing Brainstorming

We will have strategy sessions with your team to identify goals and provide direction for your marketing efforts. Here there are no bad ideas. It’s a free exchange of marketing intelligence to help you set priorities and improve all marketing initiatives.

Recommendations for Improvement

We discuss how your campaigns are performing, and compare results to what we see in the industry. Our marketing reports are not a data dump. We deliver an executive summary of data with analysis and recommendations to improve your program.



How Can We Help You?

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

Contact Andrew Palmer

Have a question?