Get your nonprofit’s cut of the Great Wealth Transfer
Done-for-you Planned Giving services designed for mid-sized charities. We’ll build you a 6-8 figure portfolio of estate & asset-based revenue!
Has your charity made the most of the Great Wealth Transfer?
It’s happening now. In the next several years trillions will pass between generations. 💸
Just one average estate gift is $50,000 - there’s a lot on the line.
Transformational gifts are flowing and wealth is moving. If you’re not reaching out to your donors about it, another charity will be.
Yet Planned Giving is overwhelming. 😫
You’re stretched thin, “wearing many hats”, and your team is small.
You don’t have anyone to delegate this important work to - and you don’t have the budget to hire another senior fundraiser in-house.
Perhaps you’ve invested in training, webinars, and conferences - only to accumulate notebooks full of ideas now collecting dust on your desk.
You might have even invested in a Planned Giving campaign through an agency, but lost momentum as soon as the contract ended.
So far, your Planned Giving fundraising has been a mix of inconsistent tactics - without a long-term strategy.
There’s a Better Way!
At Full Potential Fundraising we get it. And that’s why we do the Planned Giving work for you - at a price you can afford.
You can relax and focus on this year’s fundraising goals, knowing you have a trusted partner securing your nonprofit’s financial future.
We build your capacity by providing you with everything you need for a successful Planned Giving program! 📈
When it’s your turn to talk with donors, you’ll feel prepared and confident - moving the program forward with as little as 2 hours per month of your time!
Imagine an additional 6-8 figures in revenue every year.
This is common for organizations with established Planned Giving programs - and it’s not too late to catch up! ⏳
The best part is you can get there without draining your time and energy. You’re already “wearing many hats” - there’s no need to add another.
We’ll do your Planned Giving heavy lifting, so you can relax and watch your portfolio grow!
Comprehensive and Customized Support
Designed for your unique needs as a mid-sized charity with limited capacity.
This isn’t just a direct response package. It’s not just coaching. It’s a complete done-for-you Planned Giving program.
Designed to build you a portfolio of 6+ figures in future revenue - without burning out!
❌ No piecemeal campaigns leaving you wondering what to do next.
❌ No trainings filling your head with information - but no plan to implement it.
❌ No “cookie cutter” services that ignore your charity’s unique community.
This is a comprehensive get-the-work-done service! We’ll build you a Planned Giving program that brings in results.
Our Process for Planned Giving Success
One - Analyze
An analysis and 12-month plan will ensure you’re only spending time on the most effective Planned Giving tactics.
Two - Create
A Planned Giving Case for Support & cultivation materials inspire donors to say YES to large transformational gifts.
Three - Coach
Feel awkward about bringing up gifts in Wills or gifts of assets? Don’t worry! After our coaching, you’ll confidently have these conversations with ease.
Four - Acquire
We’ll grow your portfolio of in-lifetime gifts of assets AND gifts-in-wills! And you’ll have long-term stability with ready-to-go stewardship for committed donors.
2026 Pilot Client Spots are limited - and rates will go up once filled. 🗓️
Act now - you’ll get an expert dedicated to building your nonprofit’s financial future for GREAT value.
You can choose from 3 services designed for small fundraising teams with limited capacity.
✅ Set-it-and-forget-it for new Planned Giving programs.
In 2 months we’ll provide everything you need for a basic (and effective) Planned Giving program, then coach you to run it with only 2 hours per month of your time. Yes - it can be that easy to start your program!
Investment: $11,500 (Pilot Client Rate for 2026)
✅ Done-for-you growth for new or existing Planned Giving programs.
Over 6 months we’ll scale your Planned Giving program through top-notch communications, PG donor acquisition (i.e. tactics to get “hand raisers” such as surveys, free wills campaigns, letters, etc.), and coaching. Get ready to seriously build your program with as little as 4-6 hours per month of your time!
Investment: $29,500 (Pilot Client Rate for 2026)
✅ We do it all (Yes, everything!)
As your Fractional Planned Giving Director, we’ll take care of all the work in your in your Planned Giving portfolio. It includes everything in done-for-you growth and more. We’ll be at your side managing relationships (when appropriate) and strategically growing your pipeline for you year-round.
Investment: $3,000 - $5,000 per month for 12+ months (Depending on portfolio size & deliverables) (Pilot Client Rate for 2026)
We’re in the high-ROI game! With just one average estate gift at $50,000, investing in your nonprofit’s financial future with Full Potential Fundraising is a no-brainer.
Clients We’ve Worked With
"Tess is a highly talented fundraiser who ensures her work meets high professional and ethical standards. She was instrumental in helping develop and implement marketing strategies for Ecojustice’s Planned Giving Program. Her enthusiasm, attention to detail, and authentic care for donors shine through in all aspects of her work and she’s incredibly fun to work with!"
Huda Al-Saedy
(Former) Director of Development, Ecojustice
Plannned Giving was stuck, so I quit. Someone needed to step up, and it’s Tess. Teaching the NEW Planned Giving for charities. She’s building fundraising programs that include planned (non-cash) gifts… off the side of your desk to create cash ON your books now! I’m grateful someone is picking up the torch! Thank you, Tess! You are my successor.”
Paul Nazareth, MFA-P
Former VP, Education & Development at CAGP Canada
The Planned Giving Professor
Consultant & Generosity Educator
Ready to take your Planned Giving to the next level?
Client spots for 2026 are limited - start a conversation today and get your nonprofit's cut of the Great Wealth Transfer!
We’re pleased to serve nonprofits in Canada and the USA in the following sectors: environment, social services, education, health, and arts.