ACG Planned Giving Program Assessment Software

Assessments can be conducted by any Planned Giving fundraiser (and your team). 

Features Include

• 13 assessment categories with 78 elements
• 10 charitable organization types for comparison
• Graphs showing the overall assessment for comparisons to ‘best practice’ and like-type ‘peer’ organizations
• PDFs of audit, summary assessments, and category breakdown
• Embedded assessment guide directions for each category
• Plus a 4-page Tips Guide 

Note: ACG Assessment Software is not cloud-based software but is saved by you to your computer. It operates using Excel (2003 or later), you will also require Adobe Reader or equivalents.

Once your payment is received, Paypal will notify us and we will contact you to transfer the software file to you. 

To inquire about purchasing or to make a purchase using a cheque or other method of payment, please contact us.

Avatar Consulting Group Inc. does not retain or have access to any audit/assessment you carry out on your program. 

Fine print: There are no refunds on the software once it has been transferred to the purchaser, organization, colleague, or other. 

Price is for one single standard version of the software and is a one-time fee only. There is no membership fee for the software after purchase. 

Assessments can be conducted by any experienced Planned Giving fundraiser, gift planner or Planned Giving consultant.

The Professional Version offers all Standard Features, Plus: 

• 4 additional assessment categories (estate administration, the case for support, marketing plan, and data analysis) with 31 more elements
• A 25-page User Assessment Guide
• PDFs of total audit, summary assessments, and category breakdown 
• One-button self-generated PowerPoint Presentation / Slide Deck detailing each category with your comments embedded
• Changeable first PPT slide with your name and company

This package is an excellent choice for planned giving teams who want to work on their whole program collaboratively. 

Note: ACG Assessment Software is not cloud-based but saved by you to your computer. It operates using Excel (2003 or later), and requires PowerPoint (2003 or later) and Adobe Reader or equivalents.

Consulting Companies - Software Branding options are available outside of Canada. For more information, contact us.

Avatar Consulting Group Inc. does not retain or have access to any assessment you carry out on your program.   

Priority Setting Consulting Service. 

This service is for fundraising professionals who want some specific coaching support for:

• Planned giving case development;
• Assisting you with your planned giving program assessment results;
• Approaching a donor or prospect to make an ask;
• Make some recommendations on the next three practical steps you can take with your Planned Giving program;
• And more. 

Fine print: There are no refunds on coaching services. 

The price/fee is for two 1-hour coaching sessions.