PGCoach's Coaching Services

Coaching Services

The PG-COACH is available to work with you on the nuts and bolts of planned gift development. Our coaching service provides you with individual guidance and assistance, so you can maximize your success.

Our Planned Gift
Development System

Planned Giving
Readiness Study

Planned Giving
Program Audit

Planned Gift
Marketing Plan

Planned Giving
Operations Manual

Charitable Gift
Annuity Programs

Technical Services

We offer:

On-site coaching (in the greater Tampa Bay area)
Coaching by phone, internet conference and email

Our coaching service allows you to get help for your most pressing needs, including:

Goal Setting
Prospect Identification
Marketing
Donor Cultivation and Solicitation
Working with Advisors
Completing Planned Gift Arrangements

For a description of our coaching packages and prices, please contact us.