Key Components

• Our Secret Sauce – Unlimited Discovery Calls: Provides donors and your staff with the opportunity to connect with our experienced team to explore potential asset-based gifts under consideration.

• Quarterly Gift Officer & Staff Training: Two days on site each quarter for gift officer training, meetings with donors, leadership and board members

• Regularly Scheduled Donor-Facing Webinars: An opportunity for your team to invite donors to engaging, confidential webinars focused on Balance Sheet Philanthropy and strategic giving options.

• Annual Board Training: A yearly virtual session designed to educate and equip your board on asset-based giving concepts and strategies.

• Customized Collateral: Developed customized marketing materials, including a tri-fold brochure, a collection of articles, and six professionally produced videos. (Please note: printing, videography, and editing services may incur additional charges.)"

• A La Carte Services: Additional offerings, including on-site visits and custom trainings, available upon request.

Pricing tailored to your organization's needs and budget.