Planned giving consultants in Massachusetts
12 planned giving consultants are based in Massachusetts. 3 more work in Massachusetts from other states; switch the State filter to “Works in” to see them.
Russell Philanthropies
Capital campaigns2-5 staffDorchester, MA
DonorAtlas preferred partner18 clients on Form 990Giving Institute memberRussell Philanthropies, founded by Richard Russell roughly 20 years ago, is a Boston-based philanthropy advisory firm guiding nonprofits through capital campaigns, major gift fundraising, board governance, executive coaching, and fundraising staff augmentation.
DonorAtlas preferred partner18 clients on Form 990RICHARD BLAIN ASSOCIATES
Capital campaigns2-5 staffNorth Andover, MA
7 clients on Form 990Full-service fundraising and public relations consulting firm providing capital campaigns, strategic planning, feasibility studies, advancement program planning and audits, and board/staff training to nonprofit organizations and educational institutions.
7 clients on Form 990
A Direct Solution
Direct responseIndependent consultantMarstons Mills, MA
8 clients on Form 990A Direct Solution, founded in 2003 by Erica Waasdorp, provides nonprofits with direct-marketing and fundraising services focused on monthly giving, annual-fund appeals, membership campaigns, direct mail and database work. Registry lists Lancaster, PA, but the firm's site lists Marstons Mills, MA.
8 clients on Form 990
CAHN CONSULTING
Full-service fundraisingIndependent consultantBoston, MA
3 clients on Form 990Nonprofit fundraising consulting firm providing tailored fundraising strategy, major gifts programs, planned giving services, staff and board training, and interim leadership for US nonprofits across education, healthcare, religion, arts, and social services sectors.
3 clients on Form 990
RAINMAKER CONSULTING
Full-service fundraising5-15 staffHolyoke, MA
2 clients on Form 990RAINMAKER Consulting trains, coaches, and inspires nonprofit organizations and executives to raise money and create a strong culture of philanthropy through fundraising strategy development, executive coaching, and governance training
2 clients on Form 990
Alan Cantor Consulting LLC
Full-service fundraisingIndependent consultantArlington, MA
1 client on Form 990Alan Cantor Consulting is a solo nonprofit consulting practice led by Alan Cantor, offering strategic planning, board retreats, fundraising infrastructure development, and planned giving guidance.
1 client on Form 990Gift Strategies LLC
Planned giving15-50 staffSeekonk, MA
18 clients on Form 990Gift Strategies LLC (operating as Steenhuysen Associates), founded by Jay Steenhuysen and based in Seekonk, MA, generates and qualifies bequest/planned-giving leads and advises nonprofits on donor-centric gift planning and major gift strategy.
18 clients on Form 990
PARTNERS IN MISSION
Capital campaigns50+ staffMashpee, MA
3 clients on Form 990Full-service consulting firm dedicated to Catholic education, providing advancement consulting, capital campaign guidance, leadership recruitment, and strategic planning services.
3 clients on Form 990TRG CONSULTING
Capital campaignsIndependent consultantMarblehead, MA
3 clients on Form 990Assessment of fundraising programs, annual fund design and implementation, creation and enhancement of planned giving and major gifts programs, and conduct of campaign feasibility studies, pre-campaign planning and campaign management
3 clients on Form 990ROSMARIE RESNIK & ASSOCIATES
Full-service fundraising2-5 staffOsterville, MA
3 clients on Form 990Full-service nonprofit and fundraising consulting firm providing comprehensive fundraising strategy, gift management, donor research, capital campaigns, board development, and training services to nonprofit organizations
3 clients on Form 990
STRATEGIC FUNDRAISING SOLUTIONS
Major gifts15-50 staffBoston, MA
1 client on Form 990SFRsolutions offers expert fundraising counsel and support services to nonprofits of all sizes through proven fundraising programs, expert advising, peer-to-peer donor events, and support services with a focus on leadership giving
1 client on Form 990Vertrep Consulting LLC
Planned givingIndependent consultantWest Springfield, MA
2 clients on Form 990Fundraising consulting practice specializing in gift planning strategy, donor prospect identification and engagement, and charitable gift planning for nonprofits and individual donors
2 clients on Form 990