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  • Who We Are
    • Meet Our Team
      • Marc Misiurewicz
      • Pamela Ayers, MSW
      • Robert Stamp
      • Lauren Apt, MBA
      • Jen Adams
      • Betsy Bringewatt, Ph.D., MSW
      • Nan Burgess-Whitman
      • Amy D’Amico, Esq.
      • Ben Murphy, MS
      • Brad Schreiber, MS
      • Betsy Steehler
      • Luke Trader
      • Deborah Trimble, MS
      • Pamela White
      • Tricia Williams
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Services: Planned Giving

Being proactive and developing a strategy to educate your donors about planned giving opportunities can yield transformational returns for your organization. By implementing a few best practices, your constituents will feel well-informed about the ways they can make a lasting impact, and therefore, more open to having conversations with you about planning their legacy when the time is right.

Services Home

Our experts can advise you in the following areas:

– Annual planning, goal setting and budgeting

– Building a legacy society

– Creating planned giving collateral & web presence

– Direct marketing campaigns focused on planned giving

– Hosting a planned giving informational event for donors

– Stewarding legacy donors and family members

Contact Us

New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706

Email: [email protected]

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