At PGI | consulting™, we specialize in helping universities secure gifts of complex assets and elevate their planned giving programs in today’s competitive environment.
What sets us apart is our boutique approach: planned giving is all we do. This focus allows us to go deeper than most firms, offering a level of expertise and dedication that is unmatched. Our team collaborates seamlessly with other consulting firms when holistic counsel is needed, ensuring that your institution benefits from a comprehensive strategy while maintaining the specialized attention that planned giving requires.
I bring firsthand experience from leading Gift Planning programs at two major public universities, guiding one through a $4.5 billion campaign over a decade. This hands-on experience is rare among consultants—many have never worked directly as planned giving specialists, let alone managed a program of this scale.
Moreover, our clients benefit from our cost-effective model. With overhead minimized and no shareholders to satisfy, our hourly rates are typically 50% lower than those of traditional consulting firms. We are flexible, with a process that is structured yet adaptable to your specific needs.
If your campaign will emphasize planned gifts—and with planned gifts often accounting for 25% of total campaign commitments—it’s crucial to have the right expertise on your side. I would welcome the opportunity to discuss your goals and share testimonials from some of the incredible Vice Presidents I’ve had the pleasure of working with.
Please feel free to reach out for an initial, no-obligation conversation. Let’s explore how we can work together to achieve your campaign’s full potential.
