Planned giving consultants in Texas

RKD Group is a full-service fundraising and marketing agency delivering direct mail, digital, and paid media fundraising campaigns, brand strategy, and data/AI-driven donor analytics for 250+ nonprofit clients, with Heller Consulting and Whiteboard as affiliated subsidiary brands.

Dini Spheris is a Houston-based fundraising consulting firm providing campaign counsel, capital campaign planning studies, strategic planning and major gift and annual fund program counsel for nonprofits.

Zachry Associates is a full-service marketing and advertising agency headquartered in Abilene, TX, offering creative services, digital/traditional marketing, and a fundraising/donor-experience service line to nonprofit and other clients.

San Antonio-based fundraising consulting firm founded in 1985 providing strategic fund development, campaign feasibility studies, capital campaign management, annual and planned giving, board training, grant writing and prospect research. Long client roster across the Southwest and California.

Founded in 1978 by John Brown, John Brown Limited, Inc. is a fundraising counsel firm providing capital and endowment campaign counsel, development program assessment, major and planned gifts strategy, and board/staff/donor education for nonprofit, educational, and cultural institutions.

Fundraising and organizational consulting firm specializing in capital and endowment campaigns, annual giving programs, and institutional advancement for museums and nonprofits

Full-service nonprofit marketing and fundraising firm with data analytics platform (GivingDNA) offering direct mail, digital fundraising, mid-level and major giving counsel, fundraising strategy, and donor research

The Giving Crowd (formerly Fulcrum Philanthropy Systems, founded 2009 by Greg Ring and Richard Blackmon) is a Dallas, TX-based fundraising consultancy helping churches and nonprofits grow planned/estate and non-cash gifts through consulting, coaching, and technology.

Full-service national fundraising consulting firm founded in 1976, now operating as a division of DickersonBakker. Specializes in capital campaigns, feasibility studies, annual giving programs, planned giving initiatives, and staff training for nonprofits, educational institutions, churches, and social service agencies.

Strategic counsel and management services to charitable organizations focusing on enhancing fundraising capabilities through campaign planning, major gift development, and organizational development

Professional services firm specializing in nonprofit fundraising, philanthropy consulting, organizational effectiveness, and operational intelligence for nonprofits

RDK Philanthropy specializes in fundraising and philanthropic services for faith-based organizations and individuals. Services include prospect identification and ask preparation, strategic campaign development (capital, annual, planned, major, and principal gifts), prospect research and data analytics, donor stewardship plans, CRM systems, event counsel, coaching, and organizational development.

The Garrett Group provides consulting and executive coaching for nonprofit capital campaigns and planned giving programs. Dan Garrett is a CFRE with 50+ years of professional fundraising experience.

Caswell Zachry Grizzard (CZG), tracing to Gordon Caswell's 1968 firm and renamed in 1996, is a Dallas-based consultancy specializing in legacy/planned giving marketing, donor modeling and analytics, and multichannel direct response campaigns for nonprofits.

Fundraising consultancy providing mentoring, coaching, and counsel on major gift, planned giving, and annual giving programs for nonprofit organizations

Professional services and consulting firm specializing in marketing, development, and direct response fundraising for major nonprofit organizations

National fundraising consulting firm specializing in capital campaigns, major gift fundraising, feasibility studies, and fundraising coaching for nonprofits including colleges, universities, churches, foundations, medical centers, and community organizations.

Broad Oaks Consulting helps nonprofits maximize fundraising capacity, build sustainable development operations, diversify revenue streams, and implement strategic donor engagement programs. They also work with financial advisors.

Provides proven fundraising solutions incorporating proven strategies, best-in-class technology and outstanding service to nonprofits, including marketing automation, capital campaigns, major donor identification, planned giving, giving days, and fundraising campaigns

Planned Giving Partners, LLC serves as an outsourced planned giving office for mid-sized nonprofits, building and managing planned giving programs plus donor education, with annual giving and capital campaign support. Based in Dallas, TX.