Depending on the size, needs and budget of your organization, OAI can tailor a planned giving program to meet your goals and objectives.  Read more about our different service levels, and the types of nonprofits for which they are best suited, below. 


1.            Full Planned Giving Team

OAI’s most comprehensive planned giving service package from strategy development through full implementation support.


Best for organizations that are:

  • Taking a strategic approach to planned giving for the first time.
  • Integrating planned giving into a major gifts program or launching a campaign.
  • Seeking new ways to integrate planned giving into the philanthropic culture.


What you will get:

  • A comprehensive list of top planned giving prospects for cultivation and solicitation;
  • A designated Director of Planned Giving, fully embedded in your team;
  • Strategies to market planned giving services to your loyal donors;
  • A donor relations plan to expand planned giving opportunities;
  • Recommendations and help to integrate planned giving into major gift programs and/or campaigns; and
  • Onsite planned giving coaching and training for staff and volunteer leadership.


2.            Strategic Counsel

OAI’s streamlined service to help you identify and prioritize planned giving prospects for cultivation and solicitation.


Best for organizations that:

  • Want to enhance or expand their planned giving program, but need strategic direction to increase planned giving revenue or operationalize new programs.
  • Want to focus on identification and solicitation of prospects but lack the necessary fundraising staff.


What you will get:

  • Identification and prioritization of top planned giving prospects through prospect research and wealth screening;
  • Support for your development team to cultivate, solicit and steward planned gifts;
  • New marketing materials to promote planned giving; and
  • Planned giving coaching and training to staff and volunteer leadership. 


3.            Project Specific Engagement

OAI’s third level of services is a project-based approach that can provide a very cost-effective and tailored way to grow your planned giving. In this scenario, an OAI team will work under the direction of your in-house staff to development and implement a program such as a feasibility and planning study, fundraising assessment, prospect research and/or marketing materials, based on your needs.


To discuss your organization’s planned giving needs in more detail, or learn more about how we can help you increase your planned giving revenues, please contact your OAI relationship manager or email us at