PG Coach's Technical Services

Technical Services

The PG-COACH can provide you with expert technical support as you work with planned gifts.

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

Coaching Services

This allows you to focus on the essential task of building relationships with your donors and prospects, without worrying about the technical side. We can help with:

Our on-line gift calculator
Quick answers to your technical questions
Planned gift illustrations and deduction calculations
Comparisons of gift vehicles for given situations
Assistance with gift design
Assistance with gift plan implementation
Coaching through the gift planning process
Conferences with donors and their advisors
Referrals to Florida-based advisors who work in the planned giving area

Contact us today for prompt, expert assistance with your gift planning needs.