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SERVICES


PGadmin

The Back Office: Effective, efficient estate administration and management

PGask

Individual Personal Solicitation delivers outstanding success … and fast!

PGbuild

Building & launching Planned Giving programs

PGcampaign

Direct Mail for Planned Giving prospects

PGcoach

Planned Giving Staff training and coaching

PGcycle

The PGgrowth Cycle of Cultivation™ Program

PGdatabase

Database structure and coding determine success for Planned Giving

PGdatascan

Database audit and analysis

PGinteractive

Interactive Smart Website Package

PGmentor

Ongoing senior support from our consultants can take you from novice to ace …

PGnewsletter

Donor Cultivation & Retention Newsletters

PGphone

Planned Giving telemarketing programs

PGplan

Marketing/Solicitation Planning Tool

PGpolicies

Policies and procedures: the silent bedrock of your daily interactions with supporters

PGpresents

Planned Giving presentations for staff and board members

PGprojection

A ten-year snapshot of what your Planned Giving program can achieve

PGresearch

Prospect Research for your Major Gift and Planned Giving Programs

PGscan

Full Program Audit and Readiness Scan

PGsearch

Recruiting Planned Giving Specialists

PGsecure

Pledge management and stewardship: The key to long-term retention

PGsurvey

Supporter Surveys transform your program

PGteam

Your on-call on-site Planned Giving team

PGtoolkit

The Essential Solutions Toolkit©

PGvideo

Using video to generate leads and reinforce commitment

PGweb

Website Review & Detailed Analysis