Company lists · Data refreshed November 2026
Top 25 Planned giving advisors worldwide
RevenueBase identified 246 company matches for planned giving advisors worldwide as of November 2026 and tracks 2,710 professional contacts across them, including 1,337 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for planned giving advisors worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for planned giving advisors follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest planned giving advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 418 contacts → | ||||
Exact match “Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 302 contacts → | ||||
Exact match “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 289 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 164 contacts → | ||||
Exact match “Vanguard Charitable is a leading U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 79 contacts → | ||||
Exact match “Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 57 contacts → | ||||
Exact match “PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 51 contacts → | ||||
Exact match “Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “Australian Philanthropic Services (APS) makes philanthropy and structured giving simple, so our clients can focus on supporting the causes that matter to them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 44 contacts → | ||||
Exact match “Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 34 contacts → | ||||
Exact match “WaterStone exists to honor God, serve givers and build the Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 28 contacts → | ||||
Exact match “For more than four decades Pentera, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “A full-service, mid-level, major gift and planned giving fundraising agency serving the non-profit community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “United Charitable is a national 501(c)(3) nonprofit that helps individuals, families, businesses, financial advisors and athletes bring their philanthropic visions to life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 23 contacts → | ||||
Exact match “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “Philanthropy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “The specialist group of gifts in Wills and In Memory giving consultancies, dedicated to helping charities worldwide harness the transformative power of legacy giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “The NoCo Foundation serves as a community think tank, a catalyst for community projects, a service provider to philanthropists and nonprofit organizations, and a trusted steward…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “For more than 60 years, Sharpe Group has played a central role in ensuring the financial security of thousands of America’s educational, healthcare, religious, social service and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “National Philanthropic Trust UK (NPT UK) is a UK-registered charity dedicated to providing philanthropic expertise to donors, financial institutions, foundations and charities…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 13 contacts → | ||||
Exact match “Wealth has purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 12 contacts → | ||||
Exact match “PlannedGiving.com is the preeminent planned giving marketing firm serving charitable institutions of any size in every industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “planned giving advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 246 planned giving advisors worldwide
See the full list, filter by size, metro and specialty, and access 1,337 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Planned giving advisors worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for planned giving advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “planned giving advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,337 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Planned giving advisors by location
1 lists · largest firstEvery Planned giving advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “planned giving advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many planned giving advisors are there worldwide?
RevenueBase identified 246 company matches for planned giving advisors worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
REN tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most planned giving advisors?
The United States leads with 170 companies. Every planned giving advisors list by country and city is linked on this page.
Which city has the most planned giving advisors?
New York leads with 7 company records, followed by Toronto (7) and Indianapolis (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,337 professional contacts with verified work emails tracked across these 246 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 246 planned giving advisors worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 planned giving advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 246 matching company records for planned giving advisors worldwide, with 2,710 tracked contacts and 1,337 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 planned giving advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  RENreninc.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  National Christian Foundationncfgiving.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Vanguard Charitablevanguardcharitable.orgHQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  American Endowment Foundationaefonline.orgHQ: Hudson, OH, United StatesReported employees: 51-200 | Hudson, OH, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PG Calcpgcalc.comHQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 57 contacts → |
“PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Thompson & Associatesceplan.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Australian Philanthropic Servicesaustralianphilanthropicservices.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 45 contacts → |
“Australian Philanthropic Services (APS) makes philanthropy and structured giving simple, so our clients can focus on supporting the causes that matter to them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Barnabas Foundationbarnabasfoundation.orgHQ: Crete, IL, United StatesReported employees: 11-50 | Crete, IL, United States | 11-50 | Exact match | 44 contacts → |
“Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Waterstonewaterstone.orgHQ: Colorado Springs, CO, United StatesReported employees: 11-50 | Colorado Springs, CO, United States | 11-50 | Exact match | 34 contacts → |
“WaterStone exists to honor God, serve givers and build the Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Abundance Canadaabundance.caHQ: Winnipeg, AB, CanadaReported employees: 11-50 | Winnipeg, AB, Canada | 11-50 | Exact match | 29 contacts → |
“Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Pentera, INCpentera.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 28 contacts → |
“For more than four decades Pentera, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Veritus Groupveritusgroup.comHQ: Asheville, United StatesReported employees: 11-50 | Asheville, United States | 11-50 | Exact match | 25 contacts → |
“A full-service, mid-level, major gift and planned giving fundraising agency serving the non-profit community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  United Charitableunitedcharitable.orgHQ: Ashburn, VA, United StatesReported employees: 11-50 | Ashburn, VA, United States | 11-50 | Exact match | 25 contacts → |
“United Charitable is a national 501(c)(3) nonprofit that helps individuals, families, businesses, financial advisors and athletes bring their philanthropic visions to life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mcmanus & Associatesmcmanuslegal.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 23 contacts → |
“Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Deseret Trust Companydeserettrust.comHQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 23 contacts → |
“Philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Legacy Futureslegacyfutures.comHQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 23 contacts → |
“The specialist group of gifts in Wills and In Memory giving consultancies, dedicated to helping charities worldwide harness the transformative power of legacy giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Noco Foundationnocofoundation.orgHQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 20 contacts → |
“The NoCo Foundation serves as a community think tank, a catalyst for community projects, a service provider to philanthropists and nonprofit organizations, and a trusted steward…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pggrowthpggrowth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sharpe Groupsharpenet.comHQ: Memphis, NC, United StatesReported employees: 11-50 | Memphis, NC, United States | 11-50 | Exact match | 17 contacts → |
“For more than 60 years, Sharpe Group has played a central role in ensuring the financial security of thousands of America’s educational, healthcare, religious, social service and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 13 contacts → |
“National Philanthropic Trust UK (NPT UK) is a UK-registered charity dedicated to providing philanthropic expertise to donors, financial institutions, foundations and charities…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Giving Docsgivingdocs.comHQ: Austin, NC, United StatesReported employees: 11-50 | Austin, NC, United States | 11-50 | Exact match | 13 contacts → |
“Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Roseman Wealth Advisorsrosemanwealth.comHQ: Tyler, TX, United StatesReported employees: 1-10 | Tyler, TX, United States | 1-10 | Exact match | 13 contacts → |
“Wealth has purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  plannedgiving.complannedgiving.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 12 contacts → |
“PlannedGiving.com is the preeminent planned giving marketing firm serving charitable institutions of any size in every industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 246 company matches
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Planned giving advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
245 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 246 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Planned giving advisors by location
1 lists · largest firstEvery Planned giving advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for planned giving advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many planned giving advisors did RevenueBase find worldwide?
The saved snapshot records 246 matching company records, 2,710 tracked contacts and 1,337 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 planned giving advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/planned-giving-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 planned giving advisors worldwide
RevenueBase records 246 matching company records for planned giving advisors worldwide, with 2,710 tracked contacts and 1,337 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 planned giving advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | RENreninc.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | National Christian Foundationncfgiving.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vanguard Charitablevanguardcharitable.org HQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | American Endowment Foundationaefonline.org HQ: Hudson, OH, United StatesReported employees: 51-200 | Hudson, OH, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PG Calcpgcalc.com HQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 57 contacts → |
“PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Thompson & Associatesceplan.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Australian Philanthropic Servicesaustralianphilanthropicservices.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 45 contacts → |
“Australian Philanthropic Services (APS) makes philanthropy and structured giving simple, so our clients can focus on supporting the causes that matter to them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Barnabas Foundationbarnabasfoundation.org HQ: Crete, IL, United StatesReported employees: 11-50 | Crete, IL, United States | 11-50 | Exact match | 44 contacts → |
“Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Waterstonewaterstone.org HQ: Colorado Springs, CO, United StatesReported employees: 11-50 | Colorado Springs, CO, United States | 11-50 | Exact match | 34 contacts → |
“WaterStone exists to honor God, serve givers and build the Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Abundance Canadaabundance.ca HQ: Winnipeg, AB, CanadaReported employees: 11-50 | Winnipeg, AB, Canada | 11-50 | Exact match | 29 contacts → |
“Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pentera, INCpentera.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 28 contacts → |
“For more than four decades Pentera, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Veritus Groupveritusgroup.com HQ: Asheville, United StatesReported employees: 11-50 | Asheville, United States | 11-50 | Exact match | 25 contacts → |
“A full-service, mid-level, major gift and planned giving fundraising agency serving the non-profit community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | United Charitableunitedcharitable.org HQ: Ashburn, VA, United StatesReported employees: 11-50 | Ashburn, VA, United States | 11-50 | Exact match | 25 contacts → |
“United Charitable is a national 501(c)(3) nonprofit that helps individuals, families, businesses, financial advisors and athletes bring their philanthropic visions to life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mcmanus & Associatesmcmanuslegal.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 23 contacts → |
“Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Deseret Trust Companydeserettrust.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 23 contacts → |
“Philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Legacy Futureslegacyfutures.com HQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 23 contacts → |
“The specialist group of gifts in Wills and In Memory giving consultancies, dedicated to helping charities worldwide harness the transformative power of legacy giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Noco Foundationnocofoundation.org HQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 20 contacts → |
“The NoCo Foundation serves as a community think tank, a catalyst for community projects, a service provider to philanthropists and nonprofit organizations, and a trusted steward…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pggrowthpggrowth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sharpe Groupsharpenet.com HQ: Memphis, NC, United StatesReported employees: 11-50 | Memphis, NC, United States | 11-50 | Exact match | 17 contacts → |
“For more than 60 years, Sharpe Group has played a central role in ensuring the financial security of thousands of America’s educational, healthcare, religious, social service and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 13 contacts → |
“National Philanthropic Trust UK (NPT UK) is a UK-registered charity dedicated to providing philanthropic expertise to donors, financial institutions, foundations and charities…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Giving Docsgivingdocs.com HQ: Austin, NC, United StatesReported employees: 11-50 | Austin, NC, United States | 11-50 | Exact match | 13 contacts → |
“Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Roseman Wealth Advisorsrosemanwealth.com HQ: Tyler, TX, United StatesReported employees: 1-10 | Tyler, TX, United States | 1-10 | Exact match | 13 contacts → |
“Wealth has purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | plannedgiving.complannedgiving.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 12 contacts → |
“PlannedGiving.com is the preeminent planned giving marketing firm serving charitable institutions of any size in every industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 246 company matches
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Planned giving advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
245 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 246 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Planned giving advisors by location
1 lists · largest firstEvery Planned giving advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for planned giving advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many planned giving advisors did RevenueBase find worldwide?
The saved snapshot records 246 matching company records, 2,710 tracked contacts and 1,337 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 planned giving advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/planned-giving-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗