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Consulting and Coaching Services

Strategy

Analytics

Marketing

Donor Modeling

Coaching

Training

Coaching for your marketing team, executive team, or planned giving staff. Your budget, your timeline, CZG’s expertise.

Hourly Consultations

  • Best option for reaching senior audiences
  • Excellent response rate
  • Built in lead qualifiers
  • Highly personalized outreach

Book one hour or multiple hours with executive coaches, staff trainers, or marketing experts. We can help with any planned giving questions, provide feedback on your existing plans or marketing, or help with strategies to close that big gift. Book online today or contact us if you’re not sure which option to choose.

Personal Strategic Coaching

  • Monthly block of hours
  • Hiring and staff evaluation
  • Program benchmarking
  • Managing board expectations

Your custom monthly agreement includes a set number of hours with your CZG advisor. How we use that time is up to you. You might choose to talk through challenges and opportunities, get feedback on your team’s work, or delegate specific projects for expert execution. The flexibility is built in so you can focus on moving your program forward with speed and confidence.

Q & A Opportunities

  • Regular public discussion forums
  • Check our calendar for dates and times
  • Ask questions and participate in discussions
  • No cost, no stress – just answers

Have just a few questions for the experts? Subscribe to updates for information on free open discussion sessions each month. Drop in and chat with experts and peers in planned giving. No stress, just answers.

Ready to get started?

Schedule a 30-minute, no-obligation discovery call today.

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