Welcome

Our Mission

We provide charities with practical tools to research complex gift donations and an industry-leading, extensive suite of document drafting software to automate donor compliance-related documents.

Our individual and team memberships provide an effective, affordable, and scalable path to technical research, donor presentation, and document generation tools along with continued professional learning opportunities, program-building resources, and a supportive nationwide community.

Check out the benefits of becoming a member.

Our Brands

The most advanced industry technical research tool.

GiftWizard provides gift planning and other development professionals a knowledge base and the ability to utilize a robust research tool to provide various gift options for any donor’s unique situation in a complete and timely manner at any complexity level. It has an answer for even the most infrequent charitable giving-related questions. A membership to GiftWizard automatically includes access to GiftDocs.

Gift Administration tools all in one place.

Our signature document drafting technology, GiftDocs is a comprehensive solution. It allows gift planning specialists and estate planning professionals a suite of documents needed to incorporate much of the gift administration process efficiently and draft customized gift planning documents quickly, easily, and accurately. Read about using GiftDocs™ for donor compliance here.

Make Any Gift Possible

Hire Paul Caspersen & Associates as an extension of your team and benefit from his industry experience, including building one of the most productive Gift & Estate Planning programs in the United States. Review our contracting and consulting services.

Schedule time to speak with us about your program or a complex gift conversation.

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