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 it doesn’t make sense to hire a full-time Planned Giving fundraiser at this stage.
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 launched a Planned Giving campaign with 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 understand your unique challenges as a mid-sized charity. That’s why our services are designed to create a successful Planned Giving program 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, 7, or even 8 figures in 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.
How do we do this?
With our PLAN(ned Giving) Framework! ©
Program Architecture
An audit, 12-month customized plan, and all the back-end SOPs and processes.
Legacy Messaging
A Planned Giving case for Support and ALL legacy marketing materials created for you - in your voice.
Acquisition Engine
Prospect identification, multi-touch campaigns (i.e. surveys, letters, free wills campaigns, etc), and pipeline management.
Nurture & Stewardship
All the coaching, materials, and systems you need for life-long donor relationships.
"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
“Planned 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
Clients We’ve Worked With
2026 Pilot Client Spots are limited - and rates will go up once filled. 🗓️
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 - from back-end systems to donor-facing communications. Then we’ll coach you to run it with only 2 hours per month of your time. Yes, it can be that easy to start your program!
This is great for you if: Planned Giving will still be at the side of someone’s desk - but you want an effective program and to make the most of your limited hours.
Investment: $11,500 (Pilot Client Rate for 2026)
✅ Growth Intensive for new or existing Planned Giving programs.
Over 6 months we’ll scale your Planned Giving program with a custom analysis & 12-month plan, top-notch communications, PG donor acquisition (i.e. tactics to get “hand raisers” such as surveys, free wills campaigns, letters, etc.), systems & SOPs, coaching, and more. Get ready to seriously build your program with as little as 4-6 hours per month of your time!
This is great for you if: You’re ready to invest in strategies that will significantly grow your Planned Giving portfolio - but you want a comprehensive program, not just a few tactics.
Investment: $4,900 per month for 6 months ($29,400) (Pilot Client Rate for 2026)
✅ Done-For-You Growth for new or existing Planned Giving programs.
For 12 months we’ll be your Planned Giving Lead, embedded with your team. It includes everything in the “growth intensive” and more - with expert support year-round. All our work is completely custom to your needs and based on our PLAN(ned giving) Framework.
This is great for you if: You’re ready to invest in strategies that will significantly grow your Planned Giving portfolio - but you want a comprehensive program, not just a few tactics. AND you want year-round support with the option for multiple campaigns and even more hands-on implementation.
Investment: $3,500 - $5,000 per month for 12 months ($42,000 - $60,000 per year) (Pilot Client Rate for 2026)
With every service, you get a Planned Giving expert working closely with your team - whether for 2, 6, or 12 months. It’s the closest thing you can get to a hiring a senior Planned Giving Fundraiser in-house, but right-sized to your needs and a fraction of the cost!
Ready to take your Planned Giving to the next level?
Client spots 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.