What We Do

 

Marketing Strategy and Materials

Staff Training and Mentoring

Donor and Leadership Workshops

Donor and Prospect Meetings/Counsel

Planned Giving Websites

 

At Duncan Consulting we provide excellence in estate, major gift, and planned giving design.  We have earned a reputation for working hard to serve our nonprofit clients and their partners.  We have more than twenty years of experience and have generated tens of millions of dollars of estate and planned gifts.

Our services provide you with "instant experience" and the ability to serve your partners regardless of the size or complexity of their estate and planning needs.

 
Our Philosophy...

We believe that God's resources are ours to manage for His glory and others' benefit.  And that's a pretty useful definition of Christian Stewardship.  So, if you want to help your church members and ministry partners grasp the possibilities of what God can do through their faithful stewardship--let's work together. 
  • A young couple wrestles through who should be the guardians of their minor children...
  • An entrepreneurial family has built a great business through their effort and God's blessing and wants to give back...
  • Dad and Mom coming to grips with the reality that they are truly in their sunset years...
Each with different planning needs but each looking for an objective resource of God's truth and quality planning strategies.  They want--they need--a resource they can trust to help them achieve their understanding of "God's plan of stewardship" for their estate. 

You can be that resource! 

For more than two decades, we have provided Christian Stewards a clear, scriptural process for making their estate, major gift and planned giving decisions.  We would be honored to work with your church or ministry to help you do the same. 


At Duncan Consulting, we provide the following services to our clients:

Marketing Strategy and Materials

Our marketing strategy employs:
  • Print and Public Visibility to inform and educate your partners.
  • Personal Contact to serve those responding to your marketing and others you are coached to proactively contact.
  • Professional Advisers as part of your extended team.

Staff Training and Mentoring
  • Your key staff (and volunteers) will be taught estate and planned gift design fundamentals.
  • If you prefer, Duncan Consulting staff can serve as your estate and planned giving staff.
  • Our experience in all areas of fund-raising/development helps you integrate estate and planned gift design into your overall development plan.

Donor and Leadership Workshops
  • Duncan Consulting specializes in making the complex concepts of estate and gift planning simple and easy to understand.
  • Your partners will learn exactly what they can do to maximize their estate value for their personal use, their family's inheritance, and their charitable desires.
  • Each workshop offers specific and practical follow-up materials and, if desired, personal consultation.

Donor/Prospect Meetings and Consultation
  • Our experienced team has counseled thousands of Christian stewards.  They have helped close hundreds of millions of dollars of charitable gifts.
  • We can meet with your partners and prospects (with or without your staff being present) to offer them a proven estate design tool and planned giving opportunities.

Planned Giving Websites
  • Our marketing strategy, services, and a partnership with the leading planned giving website provider gives you a quality web presence at a very reasonable cost. 
  • More importantly, you'll have the help you need to turn website inquiries into estate and planned gifts from satisfied ministry partners.  See a sample website here.