– 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
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]