Planned Giving Consultants – Nonprofit Consultant Directory – Bloomerang

Planned Giving Consultants – Nonprofit Consultant Directory – Bloomerang2019-04-16T10:33:26-04:00

*Carol Weisman

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.

Services Offered
Planned giving, Board governance & development, Fundraising consulting

Location(s)
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.

Services Offered
Planned giving, Monthly giving, Fundraising appeals

Location(s)
Marstons Mills, MA

 

 

Everyday Planned Giving, LLC

planned giving partnersLori 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.  

Services Offered
Legacy giving consultation, Legacy giving plan creation, Strategic planning

Location(s)
Brooklyn, NY

 

MajorDonors.com

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.

Services Offered
Campaigns, Board Development, Planned Giving

Location(s)
Cambridge, MA

 

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.

Services Offered
Social media, Planned giving, Major gifts, Ethics, Speakings

Location(s)
Houston, TX and Pittsburgh, PA

 

Winkler Group

The Winkler Group is a full-service fundraising firm specializing in custom crafted capital campaigns, planning studies and strategic planning. If you’re serious about fundraising, get to know them.

Services Offered
Capital Campaigns, Annual Fund, Planned Giving, Feasibility Studies

Location(s)
Mt. Pleasant, SC

 

 

Additional Planned Giving Resources

 

Watch A Video Demo

Want to take a closer look at our software?

See how Bloomerang donor management software makes prioritizing planned giving easier.
Watch A Video Demo