Planned giving consultants in New Jersey
9 planned giving consultants are based in New Jersey. 1 more work in New Jersey from other states; switch the State filter to “Works in” to see them.

Marts & Lundy
Capital campaigns50+ staffLyndhurst, NJ
287 clients on Form 990Giving Institute memberMarts & 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.
287 clients on Form 990Giving Institute member
The Angeletti Group
Capital campaigns15-50 staffNew Vernon, NJ
48 clients on Form 990Giving Institute memberThe Angeletti Group is a Morristown, NJ (New Vernon per registry) fundraising consulting firm offering assessments and counsel, strategic planning and board development, campaign planning, nonprofit executive search/interim staffing, and predictive donor analytics for education, healthcare, faith-based, and arts organizations.
48 clients on Form 990Giving Institute memberTrinity Direct Solutions, LLC.
Direct response15-50 staffButler, NJ
3 clients on Form 990Trinity Direct is a Butler, NJ full-service direct marketing agency with 30+ years of experience providing direct mail, digital, list/data and database management services exclusively for nonprofit fundraising campaigns.
3 clients on Form 990
JEFF SOBEL CONSULTING LLC
Capital campaigns15-50 staffMountainside, NJ
8 clients on Form 990Jeffrey Sobel Consulting was a Mountainside, NJ fundraising consultancy founded around 2010 by Jeff Sobel; in April 2021 it merged with Semple Bixel Associates to form Sobel Bixel: Consulting for Nonprofits, offering capital campaigns, feasibility studies, planned giving, board development, donor research, and grant writing to nonprofits, though the successor's website is currently unreachable.
8 clients on Form 990
D'ALESSANDRO INC
Full-service fundraising5-15 staffMahwah, NJ
2 clients on Form 990National fundraising management consulting firm providing strategic planning, campaign management, major and planned gifts guidance, board enhancement, and training workshops for nonprofits
2 clients on Form 990SEMPLE BIXEL ASSOCIATES
Capital campaigns5-15 staffNutley, NJ
4 clients on Form 990Founded in 1976, Semple Bixel Associates provided capital campaign, feasibility study, and development consulting for northeast US nonprofits; in 2021 it combined with Jeffrey Sobel Consulting to form Sobel Bixel: Consulting for Nonprofits.
4 clients on Form 990
Raise Nonprofit Advisors
Full-service fundraising15-50 staffTeaneck, NJ
6 clients on Form 990Leading consulting firm specializing in resource development for nonprofit organizations, providing strategic fundraising guidance, implementation, data-driven strategy, and organizational capacity building
6 clients on Form 990Consult Carney (John V. Carney)
Full-service fundraisingIndependent consultantBloomingdale, NJ
Consult Carney works with nonprofit organizations to raise more money, helping hospitals, schools, social service and faith-based organizations tell their story and inspire donors to support their efforts. Services include major gifts analysis and strategy, estate giving planning, and donor coaching.
Consult Carney, LLC
Major giftsIndependent consultantBloomingdale, NJ
Fundraising consulting firm helping nonprofits, hospitals, schools, social service and faith-based organizations increase donations through major gifts strategies and estate giving planning
