Planned giving consulting, from program setup to promotion.

A planned gift can be among the most transformational contributions a nonprofit ever receives, yet few nonprofits are actively pursuing them. You might be surprised to learn that you don’t have to be a CPA or financial planner to develop a planned giving program. Many of your donors want to leave a legacy. That’s why every comprehensive development program should include a planned giving component. The Curtis Group has helped many nonprofits design and implement a planned giving program, and we can assist you with all aspects of setting it up—including how to plan for, implement and promote planned giving with your donor base.

We’ll also help you educate and train your staff and board, identify the best planned giving prospects and market your planned giving program to your donors.