Planned Giving Advancement
Making the world better one charitable mission step at a time
Your Experienced Resource for Diversifying Fundraising Revenue
Leading with planned giving initiatives, Planned Giving Advancement is a consulting firm committed to assisting non-profit organizations in diversifying their fundraising revenue. We provide vital services such as prospect research, donor relationship cultivation, and the establishment of planned giving programs. Through our expertise, we have successfully secured millions of dollars in support for non-profits in the tri-state area.
We understand that effective fundraising requires a coordinated effort, and we offer expert advice to train your boards and position your development teams for success.
If you need assistance in diversifying your fundraising revenue streams, we can help. Contact us to schedule a consultation.
SOME OF OUR SATISFIED CLIENTS
Our prospect research services encompass a diverse array of offerings, such as pinpointing 10-20 fresh foundation funders, utilizing a prospect analysis algorithm to detect potential major gift and planned giving prospects, and creating comprehensive individual profiles.
Our planned giving program development involves a 6-12 month process that includes crafting a legacy gift form and gift acceptance template, Legacy Society planning sessions, prospect analysis, an annual communication plan, messaging for website and newsletters, and gift planning presentations for donor meetings.
Gift Planning and Coaching
For our nonprofit clients, we provide the following services to enhance development efforts
Estate and gift planning services
Executive and development team coaching
Donor relationship cultivation
Board and staff education and training
WHAT OUR CLIENTS ARE SAYING
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“Ellen's guidance provided us with insightful data analysis, and essential foundational elements to successfully launch our legacy program. Her gift planning presentations and support of our planned giving committee laid the groundwork for a successful future. “
-Father Stephen Joseph Fichter, Ph.D.
Pastor, Saint Elizabeth Church (Wyckoff)
Vicar of Education, Archdiocese of Newark -
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“At Planned Giving Advancement, Ellen's expertise and strategies fit perfectly with our goal to relaunch our Legacy Society and cultivate our alumnae. Her engaging educational trainings provided us the confidence and knowledge we needed to propel our Legacy Society forward.”
-Mrs. Sarah Frasure '07
Director of Advancement & Alumnae Relations -
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“Ellen’s gift planning expertise resulted in new planned gifts, greater cash gifts and well-pleased benefactors: a win, win, win for all.”
-Amanda Missey, CEO
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“At Planned Giving Advancement, Ellen got us started by creating a roadmap, analyzing data, and helping us establish important foundational pieces to launch a legacy program.”
-Chantelle Walker, CEO
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“Ellen provided a framework to achieve our team’s goals by consistently supporting the donor cultivation cycle.“
- Naomi Gewirtz, CEO
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“Planned Giving Advancement has taken the often complex and ever-changing world of planned giving and simplified it for our whole team. Ellen provided us with her expertise, easy-to-implement action steps, and knowledge to launch our planned giving program. Her approach is straightforward, astute, and affordable. “
-Nina Bachrach, CEO
