Deferred Giving Services is a fund development consulting firm specializing in helping charitable organizations, especially the smaller to mid-size development office, build endowment through planned giving programs. As a planned giving consultant I bring more than 21 years of practical, hands-on experience to work for you. As author, director and consultant I have helped thousands of development offices begin and manage successful planned giving programs. Financial and Estate Planning Newsletters for any size program and budget, even for the charity which can only afford to send 250 quarterly newsletters to its major donors.
Different styles are suitable for different purposes.
Tax-Update Newsletters for allied professionals, such as estate planning attorneys, trust officers, financial planners and accounts. These allow the Development Director to cultivate relationships with those to whom the donors will be going for advice and counsel. Written Illustration of Benefits for prospective donors considering a particular gifting arrangement. Creative Estate Planning Seminars for Donors , featuring the benefits and options of charitable gift planning. If you feel that there are services and resources you need for a successful program, then we really should talk about it.