We're planned giving/philanthropy specialists Cathy Sheffield & Claire Meyerhoff, and we're ready to help your nonprofit raise more (much more!) money with charitable planned gifts. Let us help you with strategies to reach, engage and nurture your longtime, loyal donors so that they make their best gift possible!
"Cathy and Claire helped us so much! We were stuck and they cleared the way forward with a thoughtful review of our philanthropy program and simple strategies to move forward. Such a great experience!"
Dozens of nonprofit fundraisers hired Cathy & Claire to review their programs, and provide a roadmap to philanthropy success. Whether your nonprofit is just getting started with planned giving or your program is "stuck," this service is a fast, friendly and fun way to move your philanthropy program forward!
Your Review, Report and Plan includes the following:
• A one hour Zoom chat with Cathy & Claire to discuss goals, capacity and issues standing in the way of success. It can be "just you" or bring up to three colleagues.
• A professional review and recommendations for your organization's philanthropy marketing, communications, public relations and outreach.
• A professional assessment of your organization's prospect potential and recommendations for segmentation and nice prospect groups.
• A 15-page report to share with your nonprofits leadership. You have the opportunity to include/exclude content before the final report.
• Customized slide deck perfect for board meetings and staff education.
• A one hour follow-up Zoom chat to discuss the report and recommendations and get ideas for moving forward.
This service takes place over a two-week period of your choosing.
Add ons available:
Two-year, customized project calendar ($300.)
Extra hours of services and consulting range from $85-250., a special rate for Review, Report and Plan clients for one year.
Please contact Claire@pgagency.com to learn more or fill out the form below.
"We had too many cooks in the kitchen. Then we met with Cathy & Claire and they gave us a recipe for how to attract IRA gifts, Donor Advised Fund gifts, real estate gifts and other gifts "beyond the checkbook." Thank you!"
Don't know what to do for your next planned giving marketing project? Need help starting a Legacy Society? Having trouble getting your board members to participate in your planned giving efforts? Need help educating staff? A customized consulting session is exactly what your nonprofit needs.
Your Customized Consultation includes the following:
• A one hour Zoom chat with Cathy & Claire to discuss your current concerns and goals.
• A three-page report and plan to help you get on track -- and stay on track.
• Customized slide deck perfect to present your plan to others at your organization.
• A half-hour follow-up Zoom chat with Cathy & Claire
Past clients used this service for:
Strategies for engaging board and leadership
Building a Legacy Society
Learn how to approach donors for gifts of non-cash assets
Marketing IRA and Donor Advised Fund Gifts
Review marketing plans
Add ons available (fees available on request):
Extra Zoom time
Niche prospect group identification
Planned Giving website copy