Below are some of the planned giving consultants that we know and trust.
Carol Weisman is the president of Board Builders founded in 1994. Her goal is to inspire and teach board members to be happily, confidently and enthusiastically involved in the fundraising process. She does workshops, keynotes and retreats. Carol is the author of 9 books and has served on 38 boards and has been president of 8.
Planned giving, Board governance & development, Fundraising consulting
St. Louis, MO
*A Direct Solution
Since 2003, A Direct Solution has been providing development support for small to mid-sized nonprofit clients in need of high-level fundraising executive services. They offer solutions that translate into into long-lasting management strategies by providing expertise in direct marketing and fundraising development, database analysis, as well as acquisition, renewal, and upgrade strategies.
Planned giving, Monthly giving, Fundraising appeals
Marstons Mills, MA
Everyday Planned Giving, LLC
Lori Kranczer, Founder of Everyday Planned Giving, LLC, has over 18 years of experience advising nonprofit organizations on conceptualizing and growing their planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, and working with the nonprofit professionals to structure the appropriate gifts to meet their donor’s philanthropic goals.
Legacy giving consultation, Legacy giving plan creation, Strategic planning
Helix Strategies, LLC
Dr. Ivy R. Buchan and the Helix team will work with you to raise funds and develop leaders and programs for sustainable success. We are consultants, strategists, presenters, researchers, and collaborators for local to national nonprofits. Dr. Buchan is also a Licensed Consultant through PANO, Standards for Excellence. Our extended team offers government relations and legal services as well.
Fundraising/development strategies and audits, Donor/corporate cultivation, Board governance, Program evaluation, Strategic planning, Executive coaching, Interim leadership, Grant writing, Planned giving
Is visiting with donors on your Wish List? Are you ready for that campaign? MajorDonors.com gives you everything you need to launch a capital campaign or major gift program. President Diane Remin, MBA, was named among America’s Top 25 Fundraising Experts in 2016 by Philanthropy Media & Michael Chatman Network.
Campaigns, Board Development, Planned Giving
We Teach Philanthropy
Dave Tinker and Lisa Chmiola started presenting together in 2012. Since that time, they have presented all over North America on various fundraising topics. They have also published articles in various publications such as Advancing Philanthropy and NTEN’s Changes magazine. Additionally, they have provided advice on fundraising topics for a variety of fundraising professionals and organizations.
Social media, Planned giving, Major gifts, Ethics, Speakings
Houston, TX and Pittsburgh, PA
Capital Campaigns, Annual Fund, Planned Giving, Feasibility Studies
Mt. Pleasant, SC
Additional Planned Giving Resources