Planned giving consultants

RKD Group is a full-service fundraising and marketing agency delivering direct mail, digital, and paid media fundraising campaigns, brand strategy, and data/AI-driven donor analytics for 250+ nonprofit clients, with Heller Consulting and Whiteboard as affiliated subsidiary brands.

Washington, DC direct-response fundraising firm (founded 1992) offering direct mail, digital marketing and multichannel campaign management for nonprofits across museums, international relief, health, advocacy and social services.

Moore is a data-driven constituent experience and fundraising company serving nonprofits across direct mail, digital, telephone and media channels, providing strategy, creative, production, data and analytics. It is a series LLC made up of more than 20 operating companies.

Carter (formerly Bob Carter Companies) is a fundraising consulting firm advancing philanthropy worldwide through capital campaigns, major gifts, organizational planning, governance, grants and philanthropic writing services for nonprofits. Led by CEO Bob Carter, CFRE.

Des Moines-based firm specializing in planned-giving marketing for nonprofits, offering direct mail, digital marketing, donor surveys, data analysis and development training to nearly 1,500 organizations.

Netzel Grigsby Associates is a California-based fundraising consulting firm founded in 1985, offering capital campaign counsel, feasibility and planning studies, development staffing, and training for nonprofits across arts, education, health, human services, faith-based, and youth sectors. It operates multiple offices across California and Hawaii.

Berkeley-based employee-owned, B Corp fundraising agency integrating direct mail, digital, telemarketing, mobile and legacy giving for charitable and advocacy organizations. Operates as Mal Warwick Donordigital with a Washington, DC office.

Alexander Haas is an Atlanta-based fundraising consulting firm providing campaign strategy studies, capital and endowment campaign counsel, annual fund assessment, predictive analytics and board enhancement for nonprofits. It serves arts, higher education, healthcare, faith-based and human services organizations.

TLC, The Lukens Company, founded by Walter Lukens in 1986, is a multichannel direct response marketing agency providing fundraising and donor/membership development programs for nonprofits, museums, and cause-oriented organizations (alongside some political and advocacy clients), with offices in Arlington VA, Glendale CA, and Charleston SC.

Marts & Lundy is a long-established philanthropic consulting firm providing campaign management, major gift strategy, prospect research/analytics and planned giving counsel to nonprofits. It serves higher education, healthcare, independent schools and cultural institutions.

Sanky Communications (Sanky Inc.), founded in 1977, is a New York fundraising and marketing agency delivering integrated direct mail, digital, paid media, and mid-level donor campaigns for nonprofits.

Donor By Design Group (DBD Group) is a nonprofit fundraising consultancy founded by former YMCA of the USA philanthropy executive Bruce Berglund, specializing in capital campaigns, feasibility studies, annual/endowment programs, strategy, and board governance.

National nonprofit fundraising consultancy offering strategic development planning, a major-gifts accelerator, direct mail and digital response, capital campaigns, grant writing and donor advisory. Headquartered in West Chester, PA with offices in several metro areas.

The Winkler Group is a national fundraising consulting firm founded in 2004 that partners exclusively with nonprofits, schools, and healthcare organizations on capital campaigns, feasibility/campaign studies, major gift strategy, strategic planning, and executive search. Headquartered in Mount Pleasant, SC with regional offices.

American Philanthropic (AmPhil) is a national for-profit fundraising consultancy offering direct mail and digital fundraising, major gifts, capital and mission campaigns, grant writing, planned giving, donor research, and CRM services to nonprofits.

One & All is a nonprofit fundraising and marketing agency (formed from the 2017 merger of Russ Reid and Grizzard Communications) offering direct response fundraising, brand strategy/advertising, and donor analytics/'Giving Sciences' for humane societies, rescue missions, food banks, and other nonprofits, with offices in Los Angeles, Atlanta, and Toronto.

Kansas City-based national fundraising consulting firm providing capital campaigns, feasibility studies, grant writing, planned giving, executive search and board training to nonprofits.

Brakeley Briscoe, Inc. is a fundraising and management consulting firm (tracing roots to 1919) offering campaign feasibility studies, capital and endowment campaign management, major and planned giving, prospect research, and development executive search to nonprofits worldwide.

Convergent Nonprofit Solutions provides feasibility studies, capital and comprehensive campaign management, development assessments and fundraising strategy for nonprofits, chambers of commerce and economic development organizations. It merged with Resource Development Group in March 2026.

Schultz & Williams is a nonprofit consulting firm providing development consulting, direct response fundraising, planned giving, strategic planning, data analytics and interim staffing. It serves arts and culture, education, health, environment, zoos and aquariums.

Chicago-based multichannel direct-response fundraising and nonprofit marketing agency offering direct mail, digital, donor analytics, campaign strategy and planned-gift marketing. Founded in 1989 and led by Charter CFRE Denny Meyer.

Columbus, Ohio consulting firm serving nonprofits with capital and endowment campaigns, strategic planning, governance, capacity building, communications, nonprofit technology, and executive search. Founded 1999.

Veritus Group is a fundraising consultancy founded in 2009 that helps nonprofits plan, develop, and manage mid-level, major, and planned gift programs through its donor-centered Veritus Way methodology and training academy.