Our engagement programs target your planned giving prospects, leading them from identification to cultivation to securing gifts

Benefits to you

  • We provide ongoing enhanced support and mentoring with our national team of planned giving experts accessed through phone, email and in person to answer questions as they arise, and help advance your organization planned giving program. Pick up the phone or send an email whenever advice or perspective is needed.
  • We will help you set the stage for cultivation through donor connection, engagement and inspiration.
  • Full and free access to the Essential Solutions Toolkit, an online planned giving resources to enhance and inform your successful planned giving program.
  • We do all the heavy lifting, you respond to the indications of interest.

The single most important contributing factor to the success of planned giving is the sense of identification that the donor has with your organization. Good communication is also a key factor in initiating and enhancing the understanding of the organization and its services by potential donors. These two elements allow you to inform potential donors about planned giving (a concept of which many are unaware) and how these types of gifts benefit both the donor and your charity. PGgrowth offers industry leading services to assist the engagement of your planned giving program.

Whether it’s a survey, solicitation letter, specialized campaign, our unique cultivation and solicitation packages are written and designed by our planned giving experts. Our prospect engagement services have resulted in some of our clients receiving response rates of 10%, far exceeding the 1-2% normal response rate. 


The planned giving relationship always begins by ensuring that your organization is ready to receive gifts of this kind. Communicating that you are worthy of and prepared for legacy gifts is a vital ongoing component of the process and is achieved not only through regular stories of bequest donors, but also through article reports on how you are putting your funds to work for the benefit of the larger community. These articles are part of a larger, one-year-long structured and planned engagement of donors that includes one-, two-, three- and five-year program objectives, targeted tactics and measurable outcomes, the kind of planning crucial for successful long-term interaction with the donors in a donor-centred framework.

More information about our signature PGCYCLE Program >>

For more information, or to speak with us directly about this service, contact us.

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