Designed for mid-sized charities with 1-10 fundraising staff.
Relax and focus on your annual goal - we’ll take care of your nonprofit’s financial future!
Done-For-You Planned Giving
Has Planned Giving been on your to-do list for years?
We’re in the middle of the Great Wealth Transfer. In the next several years trillions will be passed 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 taking on a new form of fundraising 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.
Every year-end you’re anxiously up late refreshing your campaign results. Long-term financial growth seems out of reach.
You feel there’s no breathing room to think outside your current fiscal year’s goal.
There’s a Better Way!
At Full Potential Fundraising 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 focused - moving the program forward with as little as 2 hours per month of your time!
Imagine a new stream of 6-to-7 figure 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 will do your Planned Giving heavy lifting, you can relax and watch your list of prospects and expectancies grow!
Planned giving can be easy, and it will create long-term growth for your nonprofit.
Comprehensive and Customized Support
Designed for your unique needs as a mid-sized charity with limited fundraising 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 that leave your head full of information - but no plan to implement it.
❌ No “cookie cutter” services that ignore your charity’s unique community.
This is a no-fluff get-the-work-done service! We will build you a Planned Giving program that brings in results.
We only have 8 client spots available for all of 2026. 🗓️
Choose from 2 packages designed for small fundraising teams with limited capacity.
✅ Set-it-and-forget-it for new Planned Giving programs. (5 spots available)
Yep! We’ll provide everything you need for your first Planned Giving program, then coach you to run it with only 2 hours per month of your time.
✅ Done-for-you Growth for new or existing Planned Giving programs. (3 spots available)
Over 6 months we will scale your Planned Giving program through top-notch communications, PG donor acquisition, and coaching. Get ready to seriously build your program with as little as 4-6 hours per month of your time!
We’d love to hear from you! Please fill out the form below.
Client spots for 2026 are limited - get Planned Giving off your to-do list and start a conversation with us today!
We’re pleased to serve clients in Canada and the USA.