Planned giving consultants in Pennsylvania
18 planned giving consultants are based in Pennsylvania. 36 more work in Pennsylvania from other states; switch the State filter to “Works in” to see them.

American Philanthropic
Major gifts50+ staffWest Chester, PA
251 clients on Form 990National nonprofit fundraising consultancy offering strategic development planning, a major-gifts accelerator, direct mail and digital response, capital campaigns, grant writing and donor advisory. Headquartered in West Chester, PA with offices in several metro areas.
251 clients on Form 990
Schultz & Williams
Capital campaigns50+ staffPhiladelphia, PA
161 clients on Form 990Giving Institute memberSchultz & Williams is a nonprofit consulting firm providing development consulting, direct response fundraising, planned giving, strategic planning, data analytics and interim staffing. It serves arts and culture, education, health, environment, zoos and aquariums.
161 clients on Form 990Giving Institute member
Washburn & McGoldrick
Capital campaigns5-15 staffBryn Mawr, PA
96 clients on Form 990Giving Institute memberWashburn & McGoldrick, founded in 1995 in Bryn Mawr, PA, is a strategic advancement consultancy serving colleges, universities, schools, museums, and healthcare organizations with campaign planning, feasibility studies, program reviews, and advancement-staff training.
96 clients on Form 990Giving Institute member
Lindsley Development Consult Todd L
Capital campaigns2-5 staffLancaster, PA
26 clients on Form 990Capital campaign and major gift fundraising consulting firm helping nonprofits develop creative fundraising and philanthropy solutions
26 clients on Form 990
Harvest FRC Inc
Capital campaigns2-5 staffNew Hope, PA
33 clients on Form 990Harvest Fund Raising Counsel is a small consulting practice founded in 2005 that helps nonprofit organizations during critical stages of strategic development, particularly with capital campaigns. Dave Gallagher, President, brings three decades of experience managing campaigns that have raised over $10 billion.
33 clients on Form 990
The Harrington Agency, LLC
Direct response15-50 staffSwarthmore, PA
68 clients on Form 990Swarthmore, PA boutique direct marketing agency providing strategic consulting and implementation across mail, digital and telemarketing for annual giving, membership, mid-level, major-gift and planned-giving programs. Founded in 2014.
68 clients on Form 990
Planned Giving Marketing
Planned giving5-15 staffLafayette Hill, PA
15 clients on Form 990CFRE on staffPlanned Giving Marketing is a Lafayette Hill, PA-based agency specializing in bequest and legacy society marketing campaigns, newsletters, and donor communications for nonprofit, education, and healthcare clients nationwide.
15 clients on Form 990CFRE on staffMMS ADVANCEMENT ASSOCIATES LLC
Capital campaigns2-5 staffAllentown, PA
5 clients on Form 990MMS Advancement Associates LLC provides comprehensive fundraising, assessment and planning, and leadership consulting services to strengthen nonprofit organizations.
5 clients on Form 990
ROBERT V. DEORIO
Full-service fundraisingIndependent consultantWest Mifflin, PA
5 clients on Form 990DeOrio Strategies Group is a solo fundraising consultancy founded by Rob DeOrio in 2013, offering development assessments, capital campaigns, strategic planning, planned giving, major gifts, board development, and grant writing to nonprofits in southwestern Pennsylvania.
5 clients on Form 990
Strategy Solutions, Inc.
Capital campaigns2-5 staffErie, PA
3 clients listedStrategy Solutions, Inc. is a certified Woman Owned Business that provides fundraising and resource development consulting to nonprofit organizations, offering services including capital campaigns, major gifts, planned giving, grant writing, and development audits.
3 clients listedBarnes Roche
Capital campaigns2-5 staffBryn Mawr, PA
7 clients on Form 990Barnes & Roche Inc. is described in third-party directories as a Bryn Mawr, PA-based fundraising and development consulting firm offering capital campaign counsel, major gifts, planned giving, and administrative outsourcing for nonprofits; its website is currently unreachable so this could not be directly verified.
7 clients on Form 990
Major & Planned Giving Development, LLC
Planned giving2-5 staffAmbler, PA
2 clients on Form 990Consulting firm helping charities launch and manage planned-giving and major-giving programs, including outsourced director-level program management.
2 clients on Form 990
TED WOOD & ASSOCIATES
Capital campaignsIndependent consultantAllison Park, PA
3 clients on Form 990Ted Wood & Associates is a solo fundraising counsel practice founded in 1996 by Ted Wood, a former Ketchum Inc. and University of Pittsburgh development executive, providing individualized counsel on capital campaigns, major gifts, and foundation/corporate/planned giving.
3 clients on Form 990HELIX STRATEGIES LLC
Board development2-5 staffHarrisburg, PA
12 clients on Form 990Harrisburg, Pennsylvania-based nonprofit consultancy led by Dr. Ivy Buchan offering fundraising strategy, donor cultivation, grant writing, planned/bequest giving, and board governance services.
12 clients on Form 990
EDWARDS AND STRUNK INC KEVIN EDWAR
Full-service fundraising2-5 staffScranton, PA
1 client on Form 990Edwards+Strunk provides fundraising and management consulting services to nonprofit organizations with over 65 years of cumulative experience, specializing in higher education and various nonprofit sectors
1 client on Form 990
Key Elements Group LLC
Full-service fundraising2-5 staffPhiladelphia, PA
1 client on Form 990Philadelphia-based nonprofit fundraising consulting firm offering development assessment, capital campaign planning, major gifts strategies, grant writing, prospect research, interim staffing, and donor development services
1 client on Form 990
GIFT PLANNING DEVELOPMENT LLC
Planned giving2-5 staffAmbler, PA
5 clients on Form 990Full-service fundraising consulting firm providing planned giving program development, major gifts strategy, board training, and fundraising coaching to nonprofits
5 clients on Form 990GENERATE PHILANTHROPIC SERVICES, LLC
Planned givingIndependent consultantLansdowne, PA
Generate Philanthropic Services, LLC is a sole-practitioner philanthropy consulting firm led by President Lise Twiford, offering fundraising, planned giving, and strategic-planning services to nonprofit organizations.
