GIVE YOUR DONORS OPTIONS WITH A PLANNED GIVING PROGRAM

We can help you build or accelerate a thriving and sustainable planned giving program.

Ready to maximize your PG Fundraising potential? Click the button below to get started.

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Schedule your FREE 20-minute consultation today!

80-90% of your donor’s wealth is in their assets, not their wallets or checkbooks.

You can help your donor’s have a bigger impact with non-cash gifts.

Use our program calculator to calculate your PG potential

Calculate Your Potential

HOW DO I START

Start today! Set up a FREE 20 minute consultation

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Get Your FREE Download

Knowing the ins and outs of the non-cash gift options is like learning a foreign language. If you don’t use it every day, it’s easy to forget. Good News, we are sharing a chapter from Joe Tumolo’s book, Simplify.

Receive a free download of our e-book, Simplify: Gift Options Simplified.

FREE DOWNLOAD

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OUR SERVICES:

We will guide and train you through our proven process in under 24 weeks

Infrastructure, Process and Action

To start or accelerate your planned giving programs you need the support of your board, the proper policies and procedures, a fundraising team that is confident and intentional about offering non cash gift options to all your donors when helpful and appropriate.

Let us be YOUR guide.

Planned Giving Essentials

PLANNED GIVING ESSENTIALS is a proven system to help you start or accelerate your planned giving program without adding more stress to your already busy staff or straining your limited resources. This program provides you with all the strategy and skillsets you need to build a sustainable planned giving program.

Reasons to believe

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“It is rare that a consulting partner delivers more than promised, and the expertise of PG Partner ensures that we remain in top form with our donor relations work and achieve excellent fundraising results”.

Lawrence Jacobson
Director of Leadership and Legacy Giving
RMHC Philadelphia Region

“Joe is highly trustworthy and accountable. I’ve put him in front of donors, and they always appreciate his earnest approach.”

Kevin Jameson
Volunteer | President | Chairman
Dementia Society of America®

“Joe is committed to helping organizations realize their philanthropic potential through structured planned giving programs and most importantly, his proven methods to thank and qualify prospects and donors to generate new planned giving conversations."

Doug Kleintop
Associate Vice President of Development
University of Delaware

“I have been close friends with Joe for years. Of our countless conversations there are two common themes. Joe knows fundraising and is one of the best. Yet, he also cares for his clients and is always looking to serve them in the most excellent way possible."

Wayne Olson
Senior Director, Planned Giving
Shriner’s Children’s

"Joe is a consummate professional, highly skilled at equipping gift officers and motivating donors. He has brought significant improvement to our gift-planning program, and I highly recommend him to any organization that wants to take gift planning to the next level."

Charlie Brown, Assistant Head of School
Advancement and Strategic Initiatives
THE PENNINGTON SCHOOL

Smiling & Dialing

How many times a day are your gift officers picking up the phone to thank your loyal donors? Joe loves picking up the phone to thank donors, hear their stories and help them feel more connected.

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Quick Links

(610) 653-7906

Joe@PlannedGivingPartner.com

Philadelphia, PA Suburbs