Planned giving consultants in Florida

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.

Visionary Philanthropic Consulting, founded by Scott R. Lange, provides philanthropic analytics, campaign and organizational development, major donor engagement, prospect management, and planned giving consulting, with offices across multiple US cities.

Accordant (formerly Accordant Philanthropy) is a national consultancy focused exclusively on advancing philanthropy for nonprofit healthcare organizations, offering campaign planning, major and planned gift strategy, grateful-patient programs, board governance, leadership coaching and communications.

Amplify Partners (formerly The Ostroff Group) is a nonprofit and foundation consultancy offering capital campaign strategy, major gift and family philanthropy advising, and organizational capacity building, with offices across the US and abroad.

Charitable Solutions, LLC, founded by Bryan Clontz, is a planned-giving risk-management firm focused on non-cash asset receipt and disposition, charitable gift-annuity reinsurance brokerage and risk audits, complex-gift appraisals, and emergency assistance funds for nonprofits. Its work is primarily transactional/back-office gift processing rather than campaign fundraising counsel.

Fundraising and development consulting firm offering board donor development, campaign management, interim executive staffing, grant writing, feasibility studies, capital and endowment campaigns, development audits, and prospect identification for nonprofits

PlannedGiving.com provides planned giving consulting (led by attorney Jonathan Gudema), marketing materials (websites, videos, print), donor surveys, and training to help nonprofits build and grow legacy giving programs.

Innovative consulting group working with nonprofit and faith-based organizations providing strategic planning, board and staff training, executive coaching, and fundraising counsel

Consulting firm providing fundraising, sponsorship, organizational management, and event management services to nonprofits and festival/event organizations

Full-service fundraising and non-profit management and consulting firm offering annual fund, capital campaigns, planned giving, major gifts, special events, online giving, marketing, coaching, strategic planning, and board development services

Philanthropic advisors providing boutique, tailored fundraising and donor strategy services for nonprofits, family offices, and institutional clients.