Technical Services

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

 

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