Suzanne Fortier

We are a small and busy shop with no dedicated planned giving staff. We started working with PG Calc’s Marketing Services almost four years ago. We now have a planned giving website, brochures, a donor newsletter, and recently surveyed our donors—all to start creating awareness among our constituents that we could accept and be good stewards of planned gifts. We’re having conversations and are beginning to see the results... we feel great that we are laying the foundation for future growth.