Consulting

PGI | consulting™ helps charities execute to win gifts of complex assets and more planned gifts in an increasingly competitive environment.

Our consulting team has deep expertise in the most valuable issues facing charitable organizations wanting to increase their receipts of complex gift structures. We bring an integrated set of capabilities to a charity spanning from planned giving technical counsel, marketing & communications strategy, program assessments, and much more.

Our comprehensive, strategic approach is imperative to bring the full range of value-creation levers available to charitable organizations to fruition.

We have worked with public universities and national charities as part of the “Philanthropy 400” and many community foundations and financial services institutions.

We can help you.

Let’s build your program.