Secure Long-Term Financial Commitments with Ease
Are You Missing Out on Future Donations?
Nonprofits often leave thousands (or even millions) of dollars on the table simply because they don’t have an efficient system for identifying and nurturing potential planned giving donors. If your organization is struggling with unreliable funding, low donor engagement, or missed revenue opportunities, it’s time for a change.
Why Planned Giving Matters
Your organization’s financial future shouldn’t be a guessing game. With our Done-for-You Planned Giving Survey Campaigns, you’ll identify donors who are willing to leave financial contributions in their wills—without the manual work or stress. Our last campaign yielded $3.2 million for our client.
Your Big Fundraising Goals, Simplified
We help small to medium-sized nonprofits like yours secure long-term financial commitments, so you can focus on growing your mission, expanding your reach, and making a greater impact.

The High Cost of Inaction
If you don’t take action, you risk:
- Missed revenue opportunities, leaving significant funds untapped.
- Unstable long-term funding, making it hard to plan for the future.
- Burned-out staff, overwhelmed with manual donor outreach efforts.
How It Works:
The Automated Fundraising Blueprint
Step 1: Book Your Fundraising Strategy Session
📅 Schedule a call to uncover untapped fundraising opportunities.
🔹 Gain expert insights tailored to your nonprofit’s needs.
Step 2: Get a Custom Fundraising Action Plan
💡 Work with us to develop a proven strategy to increase donations.
🔹 Optimize donor engagement and secure long-term funding.
Step 3: Unlock More Giving Potential
📈 Start implementing your plan and see immediate fundraising results.
🔹 Maximize revenue streams and ensure long-term financial success.
Why Choose Us?
With nearly 30 years of combined nonprofit experience, our team has helped organizations secure game-changing gifts—including a $1M planned giving pledge. Using cutting-edge AI, automation, and nonprofit fundraising expertise, we help you unlock hidden revenue with no guesswork.
Common Concerns (And Why They’re Myths!)
Objection
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Rebuttal
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“This sounds expensive.” 3073_209fec-bb> |
Automatically uncovers high-value donor opportunities, so you never miss potential funding. 3073_6ec701-83> | 3073_5caa7a-37> | 3073_937064-9a> | |
“We already have a CRM.” 3073_cbbcfc-ea> |
That’s great! Our tools integrate seamlessly to maximize donor engagement and automate key processes. 3073_f72d59-7c> | 3073_941b3d-9f> | 3073_831ab0-07> | |
“Will this actually work for us?” 3073_4fc1c5-68> |
We have a proven track record of helping nonprofits increase donations—including securing major planned gifts.
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“We don’t have time to learn new software.” 3073_1897dd-f8> |
No learning curve—we handle setup and automation for you. 3073_1591c1-fb> | 3073_cd098a-2c> | 3073_af9c8c-0b> |
Imagine the Possibilities
- Relief – No more financial uncertainty; your organization is secure.
- Peace of Mind – A strong donor base ensures your mission continues to thrive.
- Confidence – You know you’re using the best fundraising strategies available.
- Encouragement – Seeing real engagement and support from committed donors.