Charitable Solutions, LLC partners closely with a limited number of firms in delivering our specialized services to
charitable institutions. We have closely evaluated these partners and are proud to recommend their services.
Planned Giving Marketing and Consulting Services
The Planned Giving Company, LLC
42 East Second Street
Media, PA 19063
610-566-0385
Principal: Sam Caldwell, President
www.plannedgivingcompany.com
A leading provider of customized planned giving marketing solutions, The Planned Giving Company serves some
of the top universities, colleges, independent schools, hospitals, arts and cultural organizations, religious
organizations, social service agencies, and national charities in the nation.
Their services include: a proprietary prospect identification tool that has over 90% tested accuracy; three levels of
customized, interactive, planned giving websites; a unique turn-key marketing system that involves high levels of
customization and personalization; an online marketing activity and results tracking tool; and a premium planned
giving telemarketing program.
For institutions needing gift planning support, they offer on-call consulting services by the hour. They also offer
one of the nation’s top-rated planned giving training seminars. Their services are designed to take the marketing
function off the desks of busy development officers, freeing them for face-to-face visits and other important
functions.
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