Give your donors options and exceed your fundraising goals with a robust planned giving program

We can help you build or accelerate a thriving and sustainable planned giving program.
And Major Giving Program too!

Schedule your FREE 20-minute consultation today!

80-90% of your donor’s wealth is in their assets, not their wallets or checkbooks.

You can help your donor’s have a bigger impact with non-cash gifts.

Use our program calculator to calculate your PG potential

Calculate Your Potential

HOW DO I START

Start today! Set up a FREE 20 minute consultation

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Much of what holds people back from pursuing planned giving is that they see it as something complicated, taking a lot of time and way too much effort. Simplify provides a simple approach to planned giving, allowing you to get in the game and get results in a short amount of time. Through a blend of stories and real examples, the author touches on all the aspects of starting and sustaining a successful planned giving program. Joe’s conversational tone makes this an enjoyable read and is an essential tool for nonprofit leaders, board members, and fundraisers. Receive a free download of our e-book, Simplify: Gift Options Simplified.

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OUR SERVICES:

We will guide and train you through our proven process in under 24 weeks

Infrastructure, Process and Action

To start or accelerate your major and planned giving programs you need the support of your board, the proper policies and procedures, a fundraising team that is confident and intentional about offering non cash gift options to all your donors when helpful and appropriate.

Let us be YOUR guide.

Planned Giving Essentials

PLANNED GIVING ESSENTIALS is a proven system to help you start or accelerate your planned giving program without adding more stress to your already busy staff or straining your limited resources. This program provides you with all the strategy and skillsets you need to build a sustainable planned giving program.

Major Giving Essentials

Research shows that many donors are open to increasing their donations but are never asked. They need to be asked in a thoughtful and strategic way. This requires a process for qualifying your donors on a consistent basis. Which donors are open to doing more? How much more? How do you motivate them to increase their giving? We have a system to help you do that

Planned Giving Program Management

If you need a director of planned giving but don’t have the budget to hire someone full time, you can outsource the management of your planned giving program to us. Minimal ramp up time, higher accountability and measurable results.

OUR CLIENTS SAY IT BEST

Working with Major & Planned Giving Development is a pleasure. They keep things simple and strategic.

Christine Jefferson

Friends Select School

Joe’s methods are simple but smart. His team offers a clear, practical, and effective strategy for frontline fundraisers to turn donor outreach into tangible results.

Tom Yates

Temple University

It is rare that a consulting partner delivers more than promised, and the expertise of MPGD ensures that we remain in top form with our donor relations work and achieve excellent fundraising results.

Lawrence Jacobson

RMHC Philadelphia Region

The user-friendly, step-by-step approach of the Essentials program allowed us to implement a strong Phase I gift planning program in less than a year.

Jim Shenk

Wellspan Philhaven

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Cup o' Joe

Useful Advice from Our CEO. Join us weekly for Cup O' Joe

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Let’s talk about how we can help you build the Major & gift planning programs you always wanted

MAJOR & PLANNED GIVING DEVELOPMENT, LLC

1104 Harrogate Way

Ambler, PA 19002

610.653.7906