Assessment Software Testimonials

  "How is my charity doing at planned giving compared to others in my sector? The ACG Planned Giving Assessment software is a valuable tool for answering this question. The best practices you need to implement, and the comparison data you need to sell it to your board."

Lori Guenther Reesor, Joyful Fundraising for Churches and Charities

 “As a planned giving professional with over a decade of experience I was skeptical that Avatar’s Planned Giving Assessment software could help me better understand my program.  Once I completed the audit and printed off the report detailing the seventeen audit categories, I realized that I had access to an incredibly powerful tool that provided structured insights into the strengths and weaknesses of my organization’s planned giving program.  The peer-to-peer benchmark comparisons alone make the tool immensely valuable.  I would strongly recommend the Planned Giving Audit software to new, and experienced, fundraisers who want to improve their planned giving programs.”

Mikhael Bornstein, MA, CFRE | Director, Fundraising, Canadian Hearing Services. 

 "I'm an experienced professional and decided to use the Professional version of the software to benchmark my program. It was easy to use and has provided me and my team with a lot of insight. We are able to see quite easily the areas of our Planned Giving program that need our attention. We absolutely love the PowerPoint presentation feature - there is nothing like it anywhere out there - it's excellent."

A Senior Hospital Foundation Fundraiser