Our Approach to Pricing

Our merger of disciplines is most effective when implemented in a fully integrated fashion. Sure, we could provide some of our services on an “a-la-carte” basis. Been there and done that! It has never lived up to our standards or our customers’ expectations. So, we developed a clean and simple tiered subscription approach. Just pick the subscription level that makes the most sense for your budget and your needs. Your way!

Our Subscriptions

Resource Edition

Provides you with the essentials needed to start a new asset giving strategy or supercharge your existing approach.

Best Suited For…

  • Organizations who are ready to put a toe in the Asset Giving waters for the first time
  • Organizations who already have an in-house team but need tools and resources to surface more people and close more gifts


  • $500/mo plus $1,000 one-time implementation fee

Partner Edition

Provides all of the features in the Resource Edition and adds the powerful benefit of personal monthly coaching to help you develop, execute and evaluate your strategy with excellence.

Best Suited For…

  • Organizations that desire a greater emphasis on current gifts
  • Organizations that value an outside voice who can guide, encourage, challenge and keep things on track


  • Starting at $3,500/mo plus $1,000 one-time implementation fee

Compare Our Subscriptions

Resource EditionPartner Edition
My Legacy PlannerYesYes
Gift Annuity ServicesYesYes
Proprietary Content LibraryYesYes
Donor-Focused WebinarsYesYes
Complimentary Donor Discovery CallsLimitedUnlimited
Personalized Monthly CoachingNoYes
On-Site Fees$3,500/day$2,500/day
Donor Case WorkBilled Separately
$2,500 – $10,000 per case
No case fees to the charity
Starting at $500/moStarting at $3,500/mo