ACG Planned Giving Program Assessment Software

Empower your Planned Giving program with our ACG Professional Assessment Software.

Choose from our two comprehensive tools:

• ACG Professional Assessment: A detailed self-directed tool with a 25-page user guide, covering 17 categories and 100 elements of Planned Giving.
• ACG Standard Assessment: A streamlined option with 13 categories and 78 elements, accompanied by a concise 4-page Tips Guide.
• Both tools offer in-depth analysis, benchmarking against industry best practices, and comparison with similar organizations—giving you the insights needed to transform your program.

Ready to elevate your Planned Giving efforts?

Book a free 30-minute consultation to discuss your organization's needs today.

Not sure if your Planned Giving program is meeting its goals? 

We can help.

Let us handle the assessment for you. Our team will conduct a thorough evaluation of your program, providing clear insights and actionable recommendations. 

Whether you want to enhance your current program, plan the next steps, or prepare to launch a new one, we're here to guide you through the process.

Take the first step toward transforming your program.

Book a free 30-minute consultation to discuss your organization's needs today.

Priority Setting Consulting Service

If you’ve used the ACG Assessment Software and have your results, but need expert guidance to:

• Review your assessment outcomes,
• Set clear priorities, and
• Identify the next three practical steps for your Planned Giving program

We’re here to help.

Contact us today to discuss your needs.