Get in the Game – Ignite Planned Giving at your Organization

Planned giving is for nonprofits of all shapes and sizes. Give your donors a smart and simple (and cost effective) way to include your organization in their legacy planning.

Steal the Playbook from the Big Leagues

We have taken what we have learned over decades of working with small and large organizations and distilled it down into the essentials that drive the most results.

We have paired our phenomenal PGMicrosite™, with live coaching sessions, and direct access to a seasoned gift officer to develop a solution we believe creates the most impact at your organization with the least amount of time and resource investment.

Schedule a call with Greg or click the buy now button to get started today!

Stop Sitting on the Bench

But We Don’t Have the Technical Expertise…
We are an experienced team of fundraisers and nonprofit marketers with a turnkey Planned Giving solution, so you don’t have to sweat technical details. Plus, our team is here to help you every step of the way.

Our Donors Don’t Make Those Kinds of Gifts…
No matter how well you know your donors, they will always surprise you. We have seen cases where really small organizations have published a PGMicrosite™ and donors have come out of the woodwork ready to make $1,000,000+ gifts.

It’s Too Expensive…
We have developed a package that lowers the barrier to entry for even the smallest organizations, so that you can get into the game without breaking the bank. Hanging your “Open for Business” sign with our PGMicrostite is the best way to let donors know you accept these kinds of gifts.

What is the Game Plan?

We have paired our phenomenal PGMicrosite™, with live coaching sessions, and direct access to a seasoned gift officer to develop a solution we believe creates the most impact at your organization with the least amount of time and resource investment.

What is Included

This is everything you need to tell donors that your organization is ready to accept planned gifts, along with the training your team needs to execute them effectively.

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PGMicrosite™

Choose from one of our beautifully designed templates, then have it customized to match your organization’s brand. Each site includes tailored bequest language that donors can download and bring to their attorneys to help execute their planned gifts.

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Planned Giving Coaching Calls with Greg Wilson, MS, CAP®, CFRE

With over 25 years of frontline fundraising experience, serving in roles from gift officer to Chief Development Officer, Greg distills his expertise into monthly presentations.

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Coaching Video Library

Access to a growing library of training videos available 24/7 through our learning portal. Each of Greg’s newest sessions will be added, so you can catch up on missed sessions or review older ones.

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Fundrasier Peer Group

Access to a growing library of training videos available 24/7 through our learning portal. Each of Greg’s newest sessions will be added, so you can catch up on missed sessions or review older ones.

“PGM delivered a phenomenal number of new, quality planned-giving prospects and revealed a whole group of donors who already had [us] in their estate plans but hadn’t shared that news before.”

J.D. Davis

Yellowstone Park Foundation, Senior Director of Development

“What I like about PGM is they do beautiful work I’m proud to share with my donors. They’re also true partners. They bring me fresh ideas and listen to my ideas, too. And they get the job done when they say they will.”

Sam Samuels

Smith College

“It is a whole new world! Everyone who sees our PG MicroSite thinks it is awesome!”

Marianne Calnen

Assistant Director of Gift Planning, Wesleyan University

“Jeff and the team have been a pleasure to work with over the last year. We are now looking to expand our work with the PG Marketing team. I highly recommend them.”

Alexander Lippold

Senior Director, Individual Giving, Joslin Diabetes Center

“The Ministry of Caring has relied on Planned Giving Marketing to develop and deliver our planned giving marketing campaign since 2013. Recently, we received a large planned gift, and the marketing was a key driver of that success. I highly recommend working with Planned Giving Marketing!”

Cindy Gamble

Planned Giving and Donor Base Manager, The Ministry of Caring

“PGM has been instrumental in assisting with our planned giving messaging and reaching a donor base previously untapped by our resources. Their creativity, attention to detail, and collaboration have helped us reach a new level with our planned giving marketing”

Bradley W. Bodmer, Esq.

Assistant Vice President of Development, Siena College

Having worked with PGM for over six years, I have found them to be competent, responsive, and personal. They grasp and implement our school’s brand and consistently produce materials that reflect our value system and manner of communication. I recommend them across the board!

Mary-Helen McCulloch

Director of Planned Giving, The Haverford School

Pricing – $2,400 $1,600/per year (33% Off)

Schedule a call with Greg or click the buy now button to get started today!