The Donor Motivation Program
The Donor Motivation Program licenses a proactive planned giving seminar and donor development system to nonprofit organizations across North America, delivered via its Donor Motivation Professionals consultant network and led by founder Scott Keffer from Pittsburgh, PA.
- Company typePrivate
- Founded1995
- HeadquartersPittsburgh, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Donor Motivation Program does
The Donor Motivation Program, operated by Wealth Transfer Solutions, Inc. d/b/a Scott Keffer International, is a planned giving advisory and licensing business founded by Scott Keffer in 1995 and headquartered in Pittsburgh, Pennsylvania. The company provides a proactive planned giving seminar and donor development system designed to help nonprofit organizations motivate donor conversations around estate and planned gifts. Its core product is a refined seminar methodology, originally built in 1994 and continuously updated using feedback from nonprofits and donors, paired with a donor communication system and supporting content such as a free special report ("The Future of Planned Giving") and an ongoing planned-giving blog.
The program is delivered to nonprofit clients through a formal channel network called The Donor Motivation Professionals of North America — trained planned giving consultants located across the United States and Canada who convene annually for methodology training workshops. Customers span museums, healthcare systems, universities, and community charities (e.g., Akron Museum, Alle-Kiski Medical Center, Duquesne University, Carnegie Mellon University), with multiple long-tenured relationships extending more than a decade.
Commercially, the company licenses its planned giving system on a recurring basis to nonprofit organizations of varying size, supported by top-of-funnel content marketing and earned media coverage. There is no external ownership, no public funding history, no software/SaaS platform, and no disclosed AI or technology stack — the offering is a content- and human-delivered consulting system rather than a technology product.
The Donor Motivation Program firmographics
Firmographics- Name
- The Donor Motivation Program
- Legal name
- Wealth Transfer Solutions, Inc.
- Website
- https://donormotivation.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Donor Motivation Program licenses a proactive planned giving seminar and donor development system to nonprofit organizations across North America, delivered via its Donor Motivation Professionals consultant network and led by founder Scott Keffer from Pittsburgh, PA.
- Ownership category
- akta.pro rank
The Donor Motivation Program industry classification
Industry- Product category
- Nonprofit Planned Giving Services
- NAICS
- Civic and Social Organizations (8134)
- SIC
- Services-Membership Organizations (8600), Services-Educational Services (8200)
- akta.pro primary industry
- Fundraising & Annual Giving (EDALAOAB)
- akta.pro secondary industry
- Advancement Services & Donor Operations (CRM, Gift Processing, Stewardship) (EDALAOAD)
Keywords
Where The Donor Motivation Program is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Donor Motivation Program business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Planned Giving Program Licensing: The company licenses its planned giving program system and methodology to nonprofits. They provide a complete planned giving system including seminars, training, and support.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels2 records
The Donor Motivation Program product offering
Product offeringCore offering
The Donor Motivation Program is a proactive planned giving seminar and donor development system that helps nonprofit organizations motivate donors to begin planned giving conversations. The system bundles a tested seminar format, donor communication tools, and a methodology refined since 1994 using feedback from nonprofits and their donors. It is delivered to charities, large and small, through a network of trained planned giving consultants across the United States and Canada.
Product overview
The Donor Motivation Program operates as a unified platform offering a planned giving seminar and donor development system. The core offering is The Donor Motivation Program itself, which provides seminars and complete donor motivation tools for nonprofits. Supporting this core product is The Donor Motivation Professionals of North America network, a nationwide network of trained consultants who deliver the program. Additionally, the company offers educational resources including The Future of Planned Giving special report, which addresses top challenges in nonprofit planned giving. The portfolio is complemented by weekly planned giving tips delivered through a blog, all centered around motivating donors toward planned giving conversations.
Differentiator
Problem solved
Functional benefit
Brands
- The Donor Motivation Professionals of North America: A network of trained planned giving professionals associated with The Donor Motivation Program who assist North American charities.
Products and services
- The Donor Motivation Program A proactive planned giving seminar and donor development system that helps nonprofit organizations motivate donors to engage in planned giving conversations. The system includes a tested seminar format, donor communication tools, and a methodology refined since 1994–1995 using feedback from charities and their donors. It is licensed to nonprofits and delivered through a network of trained planned giving consultants.
Quantifiable outcome
- Over 15,000 donors motivated to begin conversations about planned giving since 1994
Companies that use The Donor Motivation Program
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles1 record
The Donor Motivation Program technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Donor Motivation Program partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Donor Motivation Professionals of North AmericacoreA network of trained Planned Giving Consultants from the United States and Canada who deliver The Donor Motivation Program services to nonprofits. These professionals meet annually for training workshops to learn the latest developments in planned giving program development and seminar delivery.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
The Donor Motivation Program competitors and assessment
Company assessmentEmerging players
- Everplans: Everplans is an end-of-life planning platform with planned giving functionality used by nonprofits. It is an emerging digital player in the same donor legacy/estate planning space where DMP operates.
- FreeWill: FreeWill is an online will-making and planned giving platform that helps nonprofits capture legacy gift intent digitally. It competes with DMP's seminar approach by offering a modern, self-serve digital alternative that is rapidly adopted by nonprofits seeking lower-friction donor engagement.
Direct peers
- Crescendo Interactive: Crescendo Interactive is a leading provider of planned giving marketing tools, donor calculators, and CRM-style stewardship services for nonprofits. It directly overlaps with DMP in serving nonprofit development offices with planned giving programs and donor communications.
- PG Calc: PG Calc provides planned giving calculators, marketing materials, and consulting services to nonprofits. It is a direct competitor to DMP in the planned giving software and services space, serving many of the same university, healthcare, and charitable clients.
- Sharpe Group: Sharpe Group is a planned giving consulting firm that advises nonprofits on legacy gift programs. It competes with DMP's consulting/seminar delivery model by offering similar donor-focused planned giving advisory services to charities.
- Thompson & Associates: Thompson & Associates delivers planned giving consulting and seminars to faith-based and community nonprofits. It is a direct comparable to DMP in consultant-driven, seminar-style planned giving program delivery.
- Kelly Global Consulting: Kelly Global Consulting provides planned giving audits, training, and donor motivation services to nonprofit organizations. It directly overlaps with DMP's planned giving training and donor conversation methodology.
- Stelter Company: Stelter provides planned giving marketing and communications services to nonprofits, including print/digital marketing, donor relations, and endowment-building programs. It overlaps directly with DMP's planned giving donor motivation and communications offering.
- Ren Strategies: Ren Strategies is a planned giving and major gifts consultancy serving universities, hospitals, and charities with donor engagement programs. It is a direct comparable to DMP in the planned giving consulting space.
Broad incumbents
- GiftLegacy (by GG+A): GG+A (Grenzebach Glier and Associates) provides comprehensive fundraising consulting including planned giving through its GiftLegacy service line. It is a broader incumbent in nonprofit fundraising consulting that overlaps with DMP's planned giving specialty.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Donor Motivation Program social profiles
Digital presenceThe Donor Motivation Program financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Donor Motivation Program leadership team
Management profileNumber of profiles
Profiles1 record
The Donor Motivation Program funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Donor Motivation Program M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Donor Motivation Program
What does The Donor Motivation Program do?
The Donor Motivation Program is a proactive planned giving seminar and donor development system that helps nonprofit organizations motivate donors to begin planned giving conversations. The system bundles a tested seminar format, donor communication tools, and a methodology refined since 1994 using feedback from nonprofits and their donors. It is delivered to charities, large and small, through a network of trained planned giving consultants across the United States and Canada.
Is The Donor Motivation Program a public or private company?
The Donor Motivation Program is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Donor Motivation Program founded?
The Donor Motivation Program was founded in 1995. It employs 11 to 50 people.
Where is The Donor Motivation Program based?
The Donor Motivation Program is headquartered in Pittsburgh, United States, in the North America region.
How does The Donor Motivation Program make money?
One revenue line is on record: planned Giving Program Licensing.
Who are The Donor Motivation Program's main competitors?
Emerging players on record are Everplans and FreeWill. Direct peers are Crescendo Interactive, PG Calc, Sharpe Group, Thompson & Associates, Kelly Global Consulting, Stelter Company and Ren Strategies. GiftLegacy (by GG+A) is listed as a broad incumbent.
Does The Donor Motivation Program have an API?
No public API is recorded for The Donor Motivation Program.
What industry is The Donor Motivation Program in?
The Donor Motivation Program's product category is Nonprofit Planned Giving Services. Its primary akta.pro industry code is EDALAOAB, Fundraising & Annual Giving, with a secondary code of EDALAOAD, Advancement Services & Donor Operations (CRM, Gift Processing, Stewardship). Its NAICS code is 8134 and its SIC code is 8600.