Looking for help with your gift planning program? Call (315) 292-1335 now!



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Imagine what you could do if you had a thriving gift planning program

Without a strategic plan to grow a sustainable gift planning program, your organization loses out on transformative gifts.

The problem is you're juggling so many other things, you just don't have time to give the program the time and attention it needs.

But there is a way to relieve that frustration and get the gift planning program you want. 

It’s called “Gift Planning Essentials,” and it’s our proven system to help you start or accelerate a gift planning program without  a drain on your time, staff, or resources.





Does building a successful gift planning program feel overwhelming? Let the team at Gift Planning Development help you get there.

We’ll listen to your goals and develop a plan unique to your organization. You won’t believe how much easier it is to launch or expand your gift planning program when you have a clear plan.

And the best part is our system is built to create  your gift planning program around what you’re already doing—so you don’t have the pressure of putting your other responsibilities on hold.

Gift Planning Essentials uses our proven methodology to give you fast results, and one-on-one guidance every step of the way.

Imagine in just 6 – 9 months, your new (or improved) gift planning program will be up and running!

The team at Gift Planning Development has helped hundreds of fundraisers build a sustainable gift planning program, and we can help you, too. Give us a call.

A Clear Plan to a Thriving Program


Get Your plan

Call to confirm Gift Planning Essentials is right for your organization.


Build your Program

Get a plan tailored to your goals—and a guide to ensure your program gets up and running.


Reach your potential

Move forward with a program that empowers yourorganization to secure larger gifts.

Guaranteed to deliver

the essentials plan gives you everything you need

Collaborative Communication

Rally support for your gift planning program from your staff, leadership, board, and donors.

Sustainable Infrastructure

Build a solid infrastructure for your gift planning program with policies, procedures, and guidelines.

Prospect-engagement System

Identify, qualify, and approach your best gift-planning prospects with this proven system.

Structure for Stewardship

Cultivate life-long relationships to steward your gift planning donors and their families.

Donor-focused Marketing

Craft a donor-centric message that engages donors and motivates them to make a gift.

Committed Partner

Get one-on-one guidance and support means you’ll accomplish your goals for a gifts planning program.

Roadmap to Success

Follow a clear roadmap that leads to a sustainable program and legacy campaign.

Group Training

Equip everyone with the confidence to start and finish a planned-giving conversation with anyone.

Timelines & Benchmarks

Empower your team with measurable goals and realistic timelines and benchmarks.

Tracking Tools

Maintain your success with easy-to-use tools that track and manage your progress.

What is the FUNDRAISING POTENTIAL of your organization 

Take the FREE Gift Planning Checklist* to assess the health of your Planned Giving Program and to see exactly how to maximize your organization’s potential.

The Latest Videos From Gift Planning Development

Let’s talk about how we can help you build the gift planning program you always wanted

3 + 7 =

1104 Harrogate Way
Ambler, PA 19002

Conversational Fundraising Online Workshop, with Joe Tumolo, CAP®Register by July 15th!

Why this workshop?

The fundraising climate is continually evolving. The same old way of fundraising just doesn’t cut it anymore. Donors are more discerning and savvier. They are busier than ever and there are more non-profits all competing for the same charitable dollars. Fundraisers need to adapt to this ever-changing climate. Donors don’t want to waste time. They want to be in control. They need to feel that they are being heard.

  • Date: Tuesday, July 21st
  • Time: 9:30 am to 11:30 am
  • Price = $95 per person**
  • Workshop Format: Zoom 2-hour session
  • Signup Deadline: July 15th

** All who Register will receive a FREE download of Joe’s book: Go See People: Grow your fundraising program – Kindle Edition.

Register Today
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