Planned Giving
A full suite of planned giving products and services that support the complete lifecycle.
Your Partner In Planned Giving Success
We’ve expanded our suite of charitable giving solutions with four key integrated services:
Consulting
Launch and enhance your planned giving program with expert support, including guidance on charitable gift annuity state regulations and filings, as well as strategic planning and ongoing advisory services.
Gift Illustrations
Increase giving success with persuasive, well-crafted proposals: model and illustrate planned giving options, and develop customized gift agreements and proposals.
Gift Administration
Comprehensive, turnkey solutions for gift administration, sub-accounting, and compliance. Choose to outsource fully or manage your own gift and bequest programs with confidence using our secure, best-in-class software tools.
Marketing
Attract and connect with more donors through high-impact creative services and expertly crafted content designed to elevate your brand and mission across websites, direct mail, email campaigns, surveys, social media, print collateral, and more.
Leading Planned Giving Services
Backed by deep expertise and robust educational resources, our team provides guidance and support at every stage of your planned giving journey.
Best-in-Class Technology
Our software solutions are designed specifically to meet the needs of planned giving professionals and your finance team, supporting every aspect of your program, including:
Ready to get started?
Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.