Planned giving consultants in California

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.

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.

Partnership Resources Group (PRG), founded in 1991 and based in San Rafael, CA, has helped over 300 nonprofits in Northern California with capital and endowment campaigns, major gifts, annual giving, planned giving, and leadership development.

Integrated fundraising and advocacy agency offering direct mail, online, telemarketing, mobile, social media, and face-to-face fundraising strategies for nonprofit organizations

Green Oak Consulting Group, founded in 1986 by William C. McMorran, provides planned-giving program development, gift administration, trustee, and risk-management services to charitable organizations, with a specialty serving continuing care retirement communities (CCRCs).

Lotus Consulting Team is a San Francisco Bay Area fundraising consulting firm founded in 2023 by Melissa Irish, offering capital campaign strategy, major gifts counsel, prospect research, grant writing, and board solicitation training to nonprofits.

Tustin, CA fundraising consultancy founded in 2008 by Claudia Looney offering campaign planning and management, development assessments, interim and fractional leadership, philanthropic advisory and board/staff training.

Loshkajian & Associates, founded in 1994 by Nancy V. Loshkajian, provides capital campaign feasibility studies, major gift program development, and strategic board development for nonprofits in the Santa Cruz, Monterey, and Santa Clara County regions of Northern California.

DeLauro & Associates is a San Diego, CA fundraising consultancy founded in 2001 by Jim DeLauro offering campaign planning/feasibility studies, board and staff training, major gifts, planned giving, and prospect research counsel to nonprofit clients nationwide; note the firm's own website was unreachable during this review and this record relies on third-party business listings.

Fundraise4U.net offers fundraising and alumni-relations support to athletic organizations, teams, schools, and leagues that lack time or expertise to raise money on their own.

San Jose, CA-based fundraising counsel firm founded in 1977 (originally by Glen Essex and Peter Drake), now led by President Chelsey Souza, providing capital campaign counsel, individual giving program design, institutional funding strategy, and board/staff coaching to nonprofits.

Fundraising consulting firm offering direct fundraising, strategic planning, analysis, and execution support. Services include major gifts, planned gifts, messaging strategy, and donor relations coaching.

Mission-driven consulting firm that partners with nonprofit organizations to build sustainable fundraising strategies, strengthen communications, and drive social impact

National-caliber consulting firm helping nonprofits strengthen operations through integrated approach of right leaders, healthy systems, sufficient resources, and powerful messaging. Offers capital campaigns, major gifts, planned giving, executive search, and strategic communications services.

Management and fundraising consulting firm that helps nonprofits with fundraising strategies, grant writing, major gifts programs, capital campaigns, donor development, events, and capacity building

The Fundraising Solution is a solo fundraising consultancy led by Alison Mundy, who has more than 20 years of experience providing donor development, major gifts, planned giving, institutional partnerships, interim leadership, and fundraising strategy services to nonprofits nationwide.

Linda Spuck Consulting provides effective, actionable advice to maximize philanthropy for charities and foundations through fundraising counsel, legacy planning, and strategic board governance

Gimenez Caulder & Associates (operating as AdvisorsToNonprofits.com), founded by Mary L. Gimenez-Caulder, is a solo consulting practice based in San Pedro, CA providing fundraising counsel, grant writing, major gifts, planned giving, capital/annual campaign support, management consulting, and public relations to nonprofits.

SFR Consulting is a small Los Angeles firm, founded in 1997 by Susan F. Rice, providing strategic fundraising counsel including board training, campaign document development, prospect research, and planned giving program design.

Charitable gift planning and major gift fundraising consulting for individuals, families, and nonprofit organizations

Fundraising strategy and consulting firm providing services including annual giving programs, major gifts solicitation, capital campaigns, planned giving, board training, and organizational consulting.

Scott & Associates is a solo fundraising consultancy led by Larry Scott, holding certifications in planned giving and fundraising, whose career work has included major and planned gift campaigns for institutions such as Northwestern University Medical School and Scripps Health.

Solo fundraising consultancy led by Colleen Lukoff, CFRE, a fund-development professional since 1985, providing major gifts, capital campaign, annual fund, donor acquisition, and planned-giving support to small and mid-size nonprofits in San Diego County.