Planned gifts are the largest contributions most donors will make, often exceeding their total lifetime giving. Gift planning success fuels donor satisfaction, mission impact and fundraiser careers. Are you succeeding?
We Are Gift Planning Specialists
We are proud to have coordinated the team of thought leaders who created the National Standards for Gift Planning Success, promulgated by the National Association of Charitable Gift Planners (CGP). The Standards propose that all successful gift planning programs share three common characteristics. They are:
- Growing
- Pipeline driven and focused
- Sustained over time
We help our clients meet those goals.
All our services express our commitment to these principles.
• Gift planning is an integral part of the donor experience across all lines of fundraising. ALL donors and prospects should be offered timely, accurate gift planning information to ethically maximize their charitable impact and personal benefit.
• Planned gifts are not always deferred. In fact, since donors often choose to fund their largest gifts with assets rather than cash, many will be current or blended gifts. Increasing fundraising income depends on collaboration among all fundraising departments.
• The ultimate goal of our work with clients is a donor-centered organizational culture. A community of engaged supporters is the prerequisite to a pipeline filled with transformational gifts.
Our Clients Say
"A great experience for all of us"
"A great experience for all of us"
"A great experience for all of us"
We retained the services of Joe Bull and his team to conduct a review and audit of our planned giving program. We wanted to know how we could best strengthen and grow this critical revenue source for the Lung Association. Joe certainly delivered results on this and more.
"Wisdom, Insight, Integrity"
"A great experience for all of us"
"A great experience for all of us"
[Joe] has helped us raise millions of dollars in current and testamentary gifts...
"Off to a great start"
"A great experience for all of us"
"Off to a great start"
Joe has provided excellent guidance for those donors who are interested in complex deferred gift vehicles [and] helped us to initiate conversations with prospective planned gift donors, many of whom are already close friends of the museum.
Philanthropy is for Everyone
The etymology of the word philanthropy comes from the Greek philos (love) and anthropos (humanity). It literally means “love of humanity”. There is no dollar amount associated with that. Any gift that is given in the "love of humanity" spirit is a true act of philanthropy.
Philanthropy Advisory Counsel is dedicated to empowering philanthropists to create more effective and impactful contributions, enabling all nonprofits to better serve their varied communities. As the pace of change in our world continues to increase, it is essential for nonprofits to have the resources necessary to fulfill their wide-ranging missions.
We believe that philanthropy is enriched by a wide variety of perspectives, reflecting both the communities served and the organizations themselves. We strive to include a wide variety of perspectives in our work, and we are committed to assisting philanthropists of all backgrounds and identities in their efforts to make the world a better place.
Strategic Partnerships
Philanthropy Advisory Counsel is proud to have strategic business alliances with firms that can enhance our clients’ experience. These firms share our values and focus on donor-centered practices.
Benefactor Group: https://benefactorgroup.com/
Pentera: http://www.pentera.com
Organizations Served
Congratulations, Joe!
In October 2025, Joe Bull was inducted into the National Association of Charitable Gift Planners Hall of Fame! CGP Board Chair Trina Olidge presented the award.