Planned giving consultants in New York

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.

Averill Fundraising Solutions is a full-service fundraising consulting firm based in New York City offering campaign direction, feasibility studies, annual fund management, interim staffing, and executive search. Founded in 2012 by Robert C. Happy, Jr. and acquired by Collegium Holdings in 2019, the firm has partnered with clients raising more than $3.25 billion.

Constellation Advancement is a boutique New York consultancy organized as a group of independent fundraising consultants (former nonprofit development vice presidents) offering campaign planning, gift planning, development office assessments, and interim development leadership.

Faircom New York is a direct-response fundraising and donor marketing agency providing direct mail, email, social, SMS, and paid digital campaigns plus mid-level and major giving strategy for nonprofit clients; the firm is in the process of joining Avalon Consulting Group.

m3 Development is a nonprofit fundraising and organizational consulting firm based in Manorville, NY, operating since 2003 and offering capital campaign counsel, major/annual/planned giving program design, grant writing, prospect research, executive search, and board development.

Whittier & Associates is a boutique direct-marketing agency in Tarrytown, NY that builds direct mail, digital, and donor-acquisition fundraising campaigns for nonprofit organizations, founded by veteran direct-response fundraiser Cory Whittier.

Full-service fundraising consulting firm specializing in capital campaigns and Catholic philanthropy with over 35 years of experience, offering campaign planning, feasibility studies, stewardship programs, and strategic planning

Holman Consulting provides comprehensive fundraising advisory services including capital campaign management, major donor development, board and staff training, and planned giving program development for nonprofits in performing arts, higher education, international relief, and animal welfare sectors.

Future Funds LLC is a Staten Island-based fundraising consulting firm with 10+ years of experience raising over $500 million for nonprofit organizations. The firm specializes in organizing development departments, capital campaigns, feasibility studies, and planned giving programs.

Fundraising consulting firm providing annual giving, major gifts, capital campaigns, prospect research, and interim development director services to nonprofit organizations

Roya Consulting LLC is a sole-practitioner fundraising consultancy founded and led by Michele L. Susko, a NYS MWBE-certified firm based in Albany, NY, offering campaign counsel, program development, and board/staff fundraising training.

LG. Philanthropy is a nonprofit consulting agency founded by Lauren Grosz in 2023 that specializes in helping nonprofits develop revenue strategies, conduct major gift campaigns, and build donor engagement programs.

Bespoke consulting firm dedicated to nonprofit fundraising and development strategy, including capital campaigns, major gifts, organizational development, talent recruitment and training, and planned giving

Fractional fundraising consultant offering annual giving, campaigns, grants, major/planned gifts, prospect research, technology advising, and CRM implementation/optimization services to nonprofit organizations.

Catholic development firm specializing in feasibility studies, capital campaigns, stewardship initiatives, and strategic planning for dioceses, parishes, schools, and other entities

Provides planned giving consulting, training, and coaching to help nonprofits develop legacy giving programs and increase fundraising

Link Elevating Philanthropy equips nonprofits with infrastructure to build lasting legacy programs and provides philanthropic consulting services focused on planned giving, endowments, and noncash assets. Works with nonprofits, individual philanthropists, and athletes.

Helps nonprofit organizations build and enhance legacy giving programs as part of comprehensive fundraising capacity building

Golden Sage Advisors is a solo consultancy led by Beth Golden that helps nonprofits establish, maintain, and grow legacy/planned giving programs, drawing on 12+ years of experience in the field.