​Helping Nonprofits Build Meaningful Planned Giving Programs

 

For many nonprofit organizations, Planned Giving represents one of the greatest untapped opportunities for growth and long-term financial sustainability.

At ACT Philanthropic, we specialize in helping smaller and mid-sized nonprofit organizations build thoughtful, donor-centered planned giving programs designed to strengthen future support while deepening relationships with loyal donors.
 
Unlike firms that focus solely on technical gift structures, ACT Philanthropic approaches planned giving through the broader lens of relationship-based philanthropy.

With nearly four decades of fundraising and philanthropic advisory experience, we provide strategic guidance that helps organizations move beyond annual fundraising and begin creating a lasting culture of legacy giving.

Whether your organization is starting from the ground up or looking to strengthen an existing program, ACT Philanthropic offers practical, experienced guidance tailored to your mission, donor base, and organizational capacity..​​
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Our work combines strategic fundraising experience, donor psychology, communication strategy, and long-term organizational planning to help nonprofits build authentic and sustainable legacy giving programs. With experience advising high-net-worth donors, families, healthcare institutions, and nonprofit organizations, we understand how to bridge donor intent with organizational mission in a way that is both thoughtful and effective.
 
Ways to Give​

• Bequests in Wills & Trusts

• Beneficiary Designations

• IRA & Retirement Assets

• Donor-Advised Funds

• Charitable Gift Annuities

• Appreciated Securities

• Gifts or Real Estate

• Charitable Remainder/Lead Trusts

• Legacy Endowment Gifts

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Our Approach
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1. Discovery & Assessment: We evaluate your current fundraising structure, donor base, messaging, and long-term goals.
    

2. Strategic Planning: We develop a customized roadmap designed around your organization’s capacity and growth objectives.
    

3. Program Development: We help create the tools, messaging, staff training, donor materials, and engagement strategies needed to launch or strengthen your program.
    

4. Ongoing Advisory Support: We provide continued guidance, donor strategy support, and program refinement as your legacy giving efforts evolve.

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Whether you are launching your first planned giving initiative or refining an existing program, ACT Philanthropic can help your organization create a thoughtful strategy for long-term philanthropic growth.

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Contact us to see how we might be able to help.