What Gift Planning Development, LLC does

Gift Planning Development, LLC (operating as Major & Planned Giving Development, or MPGD) is a Pennsylvania-based professional services firm that helps nonprofit organizations build and operate major and planned giving programs. Its core offering is a portfolio of three packaged advisory programs: Planned Giving Essentials, a codified system for building a sustainable planned giving program; Major Giving Essentials, a donor qualification and cultivation methodology; and Planned Giving Program Management, a fractional/outsourced execution service for organizations that cannot justify a full-time planned giving director. The firm also distributes free resources — a weekly "Cup O' Joe" video series hosted by CEO Joe Tumolo, a Development Podcast featuring outside fundraising practitioners, an online program calculator, donor outreach tracking tools, and the e-book "Simplify: Gift Options Simplified" — that function as top-of-funnel content marketing. The underlying "technology" is a proprietary consulting methodology rather than a software product; there are no APIs, SDKs, or AI/ML components disclosed.

The company sells through a consultative, sales-led motion: prospects enter via content, convert through a free 20-minute Calendly consultation, and are scoped into custom engagements. Pricing is quote-based and not publicly disclosed. The primary customer segment is U.S. nonprofit organizations and charities (education, healthcare, social services); secondary segments include financial professionals serving high-net-worth donors and individual donors seeking to make non-cash gifts. Named customers include Friends Select School, Temple University, RMHC Philadelphia Region, and Wellspan Philhaven — predominantly Mid-Atlantic organizations. Revenue is generated exclusively through professional services engagements, with no disclosed headcount, funding, or financial scale metrics.

Name

Gift Planning Development, LLC

Legal name

Major & Planned Giving Development, LLC

Website

https://giftplanningdevelopment.com

Company type

Private

Operating status

Operating

Short description

Gift Planning Development is a Pennsylvania-based consulting firm that helps nonprofit organizations build and manage major and planned giving programs through packaged training programs, coaching engagements, and outsourced program management services targeting charities and financial professionals.

Ownership category

akta.pro rank

Product category

Nonprofit Fundraising Consulting

NAICS

Business, Professional, Labor, Political, and Similar Organizations (8139), Grantmaking and Giving Services (8132)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Gift Consultation & Occasion Planning (HSACANAA)

akta.pro secondary industries

Fundraising & Annual Giving (EDALAOAB), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

Keywords

• Planned giving consulting
• Major gift fundraising
• Nonprofit fundraising services
• Charitable giving advisory
• Donor development programs

Headquarters

HQ city

Ambler

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Consulting and Advisory Services: Professional services revenue from consulting engagements, training programs, and outsourced program management for nonprofit organizations seeking to build or accelerate their planned and major giving programs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Gift Planning Development, LLC (operating as Major and Planned Giving Development) is a professional consulting firm that helps nonprofit organizations build, accelerate, and manage major and planned giving programs. The company delivers structured advisory programs, staff training, donor qualification processes, and outsourced program management for charities that lack the internal infrastructure or budget to run these programs on their own. Engagements are guided through a proven process intended to deliver sustainable fundraising results within 24 weeks.

Product overview

Major & Planned Giving Development, LLC is a consulting services firm offering a structured portfolio of advisory programs and free resources to help charities build or accelerate major and planned giving programs. The core product suite consists of three interrelated programs: Planned Giving Essentials (foundational system for planned giving), Major Giving Essentials (donor qualification and cultivation process), and Planned Giving Program Management (outsourced program direction). These programs are complemented by free resources including the Cup O' Joe video series, a development podcast, the Smiling and Dialing Tracker tool, and the Simplify e-book. The company guides organizations through a proven process aimed at achieving sustainable fundraising results within 24 weeks.

Differentiator

Problem solved

Functional benefit

Products and services

• Planned Giving Essentials

Quantifiable outcome

• Implementation of strong Phase I gift planning program in less than a year
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• The Stelter Company: Provides planned giving marketing and consulting services to charities, including gift planning programs and donor communications; directly comparable in service mix to Gift Planning Development.
• Thompson & Associates: Long-standing planned giving consulting firm serving nonprofits with gift planning services, marketing programs, and donor administration — a direct competitor in the same planned giving advisory space as Gift Planning Development.
• Aspire Research: Provides prospect research and fundraising consulting services to nonprofits; an adjacent competitor in the major gifts and donor development space that Gift Planning Development targets.
• Alexander Haas: Fundraising counsel firm providing campaign, major gifts, and planned giving consulting to nonprofits; overlaps with Gift Planning Development on major giving and planned giving advisory services.
• Veritus Group: Major gifts and relationship-based fundraising consulting firm serving nonprofits; directly comparable to Gift Planning Development's Major Giving Essentials offering.
• Crescendo Interactive: Provider of planned giving marketing services, illustrations, and consulting to nonprofits; competes directly with Gift Planning Development on planned giving program design and donor communications.
• PG Calc: Specializes in planned gift calculations, marketing software, and consulting for nonprofits; competes with Gift Planning Development in the planned giving program and tools market.
• Burk & Fletcher (BWF): Full-service fundraising consulting agency providing campaign, major gift, and planned giving services to nonprofits; competes with Gift Planning Development across the same client base.

Broad incumbents

• Trellis (formerly Blackbaud's fundraising consulting practice): Broader technology and services provider in the nonprofit space with fundraising consulting offerings; a large incumbent that overlaps with Gift Planning Development at the fundraising advisory layer.

Emerging players

• One Accord: Smaller-scale fundraising and planned giving consultancy serving faith-based and community nonprofits; an emerging peer targeting a similar niche with comparable advisory services.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/JoeTumolo/videos

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gift Planning Development, LLC