Pricing
Peak 9860 is committed to providing the level of service your specific organization needs. While we have standard services, they are meant as a guide while we work together to find the appropriate level of support.
This video shares basic information about the service elements and what each means for your planned giving program.
Fractional Planned Giving Director
Ready to secure the future of your organization? Hire a fractional planned giving professional to make the most of the enormous generational wealth transfer. Among other things, your fractional planned giving director will:
Provide insight and guidance on planned gift acceptance policy.
Cultivate team, leadership, and board relationships.
Provide best practice counsel for gift processing and CRM integration.
Provide detailed database analysis, including planned giving potential, major gift potential, and recurring gift likelihood.
Determine the initial planned giving prospect list and initial cultivation.
Develop organizational-appropriate marketing plans.
Cultivate, educate, and congratulate donors.
Steward planned givers through the gift process and beyond.
We’ll create a comprehensive legacy giving plan…and implement it. Your fractional planned giving director is part of your team and provides a turn-key, “done for you” solution.
$3,500 - $5,700 per month
(Depending on portfolio size)
Guidance and Accountability Partner
Is the “tyranny of the urgent” keeping planned giving on the back burner? Split-focus (immediate and planned gifts) professionals face constant pressure to meet this year’s goals and needs; this makes it difficult to allocate time, energy, and budget to the unknown future.
If you already have the training, but need someone to help bring that to life, Peak 9860 can serve as your accountability partner. In our bi-weekly meetings, together we will:
Review and identify planned giving caseload
Craft intentional cultivating plans for prospects and donors.
Review and offer guidance for marketing efforts.
Serve as your subject matter expert so you never have to worry about stumbling into the unknown without a lifeline.
Steward planned givers through the gift process and beyond.
With the intentionality of scheduled virtual meetings and years of experience to provide guidance, we can move your planned giving activity off the back burner and turn up the heat. Together we can secure the future of your organization with a professional, legacy giving program.
$555 per month
Special Project?
Short-term Interim Staffing?
Planned Giving Program Analysis
$3,000 - $15,000
depending on program complexity
On-site visit
$3,000 per visit day
Out of town Plus travel per diem of $900 for the first visit day and $350 for each additional visit day
Agreement-related discounts do not apply to travel per diem
10 hours per visit day available for in-person meetings
These hours are in addition to any agreement-related hours
Visit day is a 24-hour period and could span two calendar days, time begins with the scheduled departure and ends with the scheduled return at home.
Time used for donor visits, team/organizational work, etc.
Stand-alone Program Development
$7,500 - $25,000
Gift acceptance policy
Initial prospect identification
Initial marketing plan crafted to your specificed budget
Gift administration procedures
On-going donor cultivation plan
Recognition society outlines
Optional: Per hour service for the first six months after stand-alone implementation project
Per Hour Fee
$250/hr
Only available for:
The first six months after the implementation of a Stand-alone Program Development package
Additional time beyond agreement allotment
Full-hour increments only