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.
