Planned Giving Partners Services

PGP identifies and contacts your donors as your planned giving officer to educate them on the wealth benefits of more generously supporting your mission.
The PGP Help Desk is designed to answer charitable gift and administration questions, work with your donors’ allied professional advisors, and assist your organization in implementing your program.
Your Organization will receive department activity, donor activity and gift reports that track program progress.
PGP will conduct education classes for your organization in order to equip development staff and or designees in identifying Legacy Giving opportunities and increasing knowledge of giving tools and techniques.
PGP will assist your organization in creating and implementing a branded Legacy Society to maintain contact with donors who make Legacy gifts.

The Donor Help Desk is designed to answer Donor’s planned giving or charitable financial planning questions and prepare gift proposals for the donor’s benefit.
PGP will prepare unlimited gift proposals (Charitable Gift Annuities, Charitable Trusts, Bequests, Donor Advised Funds, etc.) for your Donors.
Legacy giving presentations will be conducted each program year. Donors are invited to attend to receive educational information and learn about unique giving strategies that can impact your organization and their family!
PGP will conduct individual, confidential planning appointments with prospective organization donors and their allied professional advisors.

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