CREATING LEGACIES FOR 25+ YEARS

Let’s join together and inspire more people to raise their hands and take advantage of Legacy Giving and all its benefits!

 
 

MAKING IT EASIER TO CONNECT WITH PLANNED GIVING DONORS

 

Recognizing the uniqueness of each nonprofit organization, The Advancement Group understands there is no “one-size fits all” planned giving model. Your organization’s distinctiveness deserves customization that maximizes results and creatively finds ways to give back to your constituents and donors.

We have over 25 years of experience working alongside nonprofits like yours and are uniquely qualified to cultivate meaningful relationships with the people who already love the mission of your organization. Our team is here to walk alongside your agency and equip you with the tools you need to deepen your current relationships and grow your future.

From donor appointments and help desks to custom marketing materials and strategies, we are equipped to help your organization cultivate valuable, long-term donor relationships through legacy giving marketing! We will then write, design, and deliver messages that engage your most loyal donors, volunteers, and enthusiastic employees.

Since 1995, we have been committed to innovation, excellence, and integrity. We forge onward with these same values and experience to serving you and your donors!

MAKING LEGACIES POSSIBLE

"Largely what you have during your life dies with you, but if you give to someone else you have the chance to create a legacy.

In our case it (this process) opened our eyes and we were honored to carve out a gift for the future of the organization that we really love."

Marcus and Susan, Legacy Donors

 
 
 

ABRAHAM LINCOLN ONCE SAID,

“THE BEST WAY TO PREDICT YOUR FUTURE IS TO CREATE IT.”

 

Based upon this philosophy, we work to provide legacy planning services which meet donor’s needs and their goals. We help organizations share the importance of legacy planning by writing, designing, and delivering a message that evokes loyal donors, volunteers, and employees to plan for their future.

This allows the donor the opportunity to care for their family and give to their favorite organizations — so that everyone’s future is brighter and stronger. 

 

OUR SERVICES

 
LEGACY PLANNING

TAG’s flagship program is built to provide agencies of all sizes the support needed to implement, launch, and maintain a successful legacy program! 

DONOR DISCOVERY TAG

Through the use of TAG’s Donor Discovery program our team is able to provide actionable information on your prospective major, annual, and legacy donors.

ANNUAL FUND MARKETING

TAG’s marketing team is here to help take your annual fund program to the next level — connecting your donors to your mission! And inspire impact giving.

MAJOR GIFT SOLUTIONS

Our Major Gift Solutions is a comprehensive package designed to help organizations create the components needed to build an effective major gift program.