Planned giving counsel, from program setup to promotion.

A planned gift can be among the most transformational contributions a nonprofit ever receives. Nonprofits are sometimes intimidated by planning giving, but you might be surprised to learn that you don’t have to be a CPA or financial planner to be comfortable with it. 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 through planned giving counsel, 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.