WHO WE ARE

Brass Ring Consulting is a specialized consulting firm dedicated to integrating planned giving into nonprofit development strategies. Our mission is to empower your organization to harness the transformative potential of legacy gifts, enabling you to realize your financial goals and bring your vision to life in your community.

We collaborate with nonprofits, like yours, to create and implement a streamlined and impactful planned giving program - customized and branded to suit your organization's unique goals. This approach not only enhances your financial stability but also makes planned giving a key element of your fundraising efforts. While conventional fundraising strategies like events and annual campaigns might yield temporary success, arming your team with the tools and confidence to manage a planned giving program can secure the future of your organization for decades.

We don’t believe in the hard sell. Instead, our focus is on consistent marketing, understanding your donors’ passions, and crafting stories that resonate. We prepare materials and resources in advance, enabling your team to assist donors in designing their legacy gifts. These contributions can be directed towards various organizational needs, reflecting your donors’ desires to leave a lasting legacy intertwined with your organization’s vision.

Brass Ring Consulting develops marketing plans that showcase your robust planned giving program to targeted internal and external audiences. Our multifaceted approach includes creating a branded Estate Planning Resource folder, detailed webpages, social media campaigns, and an outreach plan specifically highlighting your organization’s planned giving program to estate planning professionals, such as CPAs, Financial Advisors, and Estate Planning Attorneys. These professionals often guide clients during their estate planning process and recommend charitable giving opportunities to them.

Organizations with a solid financial track record, dedicated donor base, relationship-based development staff, strong leadership, inspiring programs, and a vision for the future achieve the best results. Your commitment to a long-term planned giving strategy will build a pipeline of documented estate gifts, allowing you to become less reliant on annual giving and events for revenue.

At Brass Ring Consulting, we work closely with your team, providing coaching and assistance as we develop and build your organization’s planned giving program. Brass Ring Consulting collaborates with your fundraising teams in two key areas.

Firstly, we identify prospective estate donors who are deeply committed to your cause and equip your team with the necessary tools, knowledge, and professional resources to to be comfortable discussing charitable estate gifts. Our suite of templated materials, customizable to your brand, includes essential documentation and marketing opportunities to attract donors’ gifts by assisting in the faciliation of their estate planning efforts.

Additionally, we focus on fostering meaningful connections between your staff and donors, ensuring that the largest donation many will ever make – often unseen in their lifetime – is acknowledged and appreciated in advance.