Your Partner In Planned Giving Success

 Start and optimize your planned giving program with expert guidance: Charitable Gift Annuity State Regulations and Filings, Program Strategy and Continuous Guidance 

Prospect and close more gifts with compelling proposals: Calculate and Illustrate Planned Gifts, Create Gift Proposals and Agreements

Turnkey outsourced solutions for gift administration, sub-accounting and compliance, or manage your own gift administration and bequest program accurately and securely with our world-class software solutions

Find and engage more donors with high-impact creative services and accurate content developed by our experts that amplify your brand and mission: Website, Direct Mail, Emails, Surveys, Social Media, Collateral and more

From deep domain expertise to extensive educational resources, our experts are here to provide guidance and support—every step of the way.

• Planned Gift Administration
• Endowment Sub-Accounting
• Gift Calculations, Illustrations and Proposals
• Gift Annuity Services
• Marketing and Creative Services for Nonprofit Planned Giving Fundraising

Our applications are purpose-built to support the needs of planned giving fundraisers and the business operations of your finance office for all aspects of your planned giving program, including:

• Sub-Accounting for Endowments
• Gift Calculations and Illustrations for Charitable Remainder Trusts, Lead Trusts, and Gift Annuities
• Gift Illustrations and Proposals for All Planned Gift Types
• Administration and Compliance Software for Life Income Gifts
• Management and Reporting Software for Beques