Gift Planning Development, LLC

  “Helping you chart a strategic direction in gift planning.”


What We Can Do For You

Charities          Professional Advisors            Individuals

“You are not alone and your challenges are not unique, but how you respond to those challenges must be customized to your circumstances.”

Perhaps the most important lesson we have learned as consultants is that charities, professional advisors and individuals tend to face similar challenges around how to most effectively build gift planning programs and structure gift plans for individuals. While each situation requires a carefully tailored solution customized to its particular circumstances, the underlying issues for gift planning programs and for individuals tend to fit into several broad categories.  We divide our services into these categories, with specialized service lines developed for charities, professional advisors and individuals, based upon these most common needs.

Donor-centered gift planning touches all areas of resource development. To provide you with truly integrated solutions beyond the realm of gift planning, Gift Planning Development relies upon strategic partnerships with other firms serving the charitable marketplace, including PlannedGiving.Com

For a proposal tailored to your particular situation, please Contact Us.