Planned Giving Feels Out of Reach
You know planned giving could transform your nonprofit’s future.
But let’s be honest. You don’t have the time, expertise, or staff to create a robust program from scratch.
And hiring a full-time planned giving officer? That’s a $70,000–$100,000/year commitment many nonprofits can’t afford.
Maybe you’ve considered hiring a consultant, only to find they charge $15,000–$30,000 for a 6-month project, with no skin in the game if it doesn’t work. They hand you a report and disappear, leaving you to figure out the implementation.
There is a better way.
Heart Led Money's
In just 30 days, I’ll give you everything you need to launch a planned giving program that attracts legacy gifts.
No sky high overhead of hiring staff or the uncertainty of a long-term consultant.
Most nonprofits think they only have two options:
Hire a Planned Giving Officer: Expensive, time-consuming, and often overkill for small organizations.
Hire a Consultant: Costly, slow, and with no guarantee of results.
My 30-Day Stand-Up is different:
Fast: Fully operational in 30 days—not 6 months.
Affordable: A fraction of the cost of hiring staff or a traditional consultant.
Actionable: You get ready-to-use tools, not just advice.
Expert-Backed: My background as a Certified Financial Planner means I understand the nuances of planned giving from both the donor’s and nonprofit’s perspectives—something most consultants lack.
No Fluff: I cut through the jargon and give you what actually works.
Proven: Nonprofits using this system have secured $50K–$500K+ in planned giftswithin a year.
What You'll Get in 30 Days
I'll deliver a complete, ready-to-launch planned giving programs, including:
Plug-and-Play Webpage Copy: Emotionally compelling, SEO-optimized content for your planned giving page. Just copy, paste, and publish.
Bequest Language Templates: Legally vetted, ready-to-use language for donors to include in their wills or trusts.
Brokerage Account Setup: Step-by-step guidance (or hands-on help) to accept stock and crypto gifts—no more turning away non-cash donations.
Complete Gift Acceptance Policy: A tailored policy outlining the types of gifts your nonprofit can accept, ensuring clarity, compliance, and confidence for your team and donors.
Local Attorney Connections: Introductions to vetted estate planning attorneys who can help your donors finalize their gifts.
Gift Annuity Evaluation: A clear assessment of whether your nonprofit is financially positioned to offer gift annuities—and how to do it if you are.
Book Your Free Strategy Session
Option 1: Hire a Planned Giving Officer
Cost: $70,000 - $100,000/yr
Time to Launch: 3-6 Months
Your Effort: High (Hiring, Training)
Expertise: Generalist
Option 2: Hire a Consultant
Cost: $15,000 - $30,000
Time to Launch: 6 Months
Your Effort: Medium (You Implement)
Expertise: Advisory Only
30-Day Stand-Up Solution
Cost: $3,500 - $7,500
Time to Launch: 30 Days
Your Effort: Low (I do all the work!)
Expertise: CFP®-Level Financial Expertise
Most planned giving consultants come from a fundraising background. I come from finance. As a Certified Financial Planner, I’ve spent years helping individuals and families align their money with their values. This means I understand:
Donor Psychology: How to frame planned giving in a way that resonates with donors’ financial and emotional goals.
Tax & Legal Nuances: The ins and outs of bequests, stock gifts, and gift annuities—so you don’t have to.
Wealth Management: How to position planned giving as part of a donor’s broader financial plan, not just a charitable ask.
This isn’t just another consulting service—it’s a financially sound, donor-centric approach to planned giving that most nonprofits never get.
Jay Dunnuck
Founder, Heart Led Money
Get Started for Free Now!
Due to current demand, I can only open a handful of spots each month.
Book Your FREE Strategy Session