Our Services

In addition to our proprietary applications, we offer custom software development and systems implementation. We have a passion for solving your challenges and enabling opportunities by developing and customizing your organization’s tools. Also, check out our portfolio of completed gifts.

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Integrating GiftWizard™ and GiftDocs™ into your program.

Virtual training to get your teams up to speed. Additionally, we implement enterprise solutions for organizations who wish to automate their own gift agreements and other documents.

Check out how GiftDocs™ can Streamline Your Organization’s Donor Compliance

Comprehensive Communications Strategy

Hire a team with “real world” experience with starting and completing a $1 billion deferred gift goal within a $3 billion University Campaign for your Comprehensive Communications Strategy.

Additionally, our sister company’s website contains a variety of online estate planning tools, articles. It is an effective alternative to offering donors a “free” will service while also encouraging the use of an estate planning attorney and promoting The 5-Step Modern Estate Planning Process™.

Principal Gift and Gift Planning Strategy

When it comes to principal gifts, the devil is in the details. Bring our team in to help you develop the ultimate proposal that maximizes your donor’s potential. Our experience with principal gifts that we bring to your organization is twofold: the experience of closing complex gifts and preparing a for the “ask” to give your organization the best opportunity to maximize the principal gift. To read about our Transitional Gift Planning Program Manager services click here.


Let’s build your program.