Company lists · Data refreshed November 2026
Top 25 Planned giving consultants worldwide
RevenueBase identified 205 company matches for planned giving consultants worldwide as of November 2026 and tracks 1,377 professional contacts across them, including 565 with verified work emails. The United States is the largest market and Toronto the largest hub.
This list covers company matches for planned giving consultants 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 consultants 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 consultants 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 | 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 | |||||
| 3 | 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 | |||||
| 4 | 36 contacts → | ||||
Exact match “Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 35 contacts → | ||||
Exact match “At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 16 contacts → | ||||
Exact match “Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 13 contacts → | ||||
Exact match “The Giving Collaborative has provided personalized, affordable philanthropic consulting services to some of the most prestigious organizations in the United States and around…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | |||||
| 16 | 12 contacts → | ||||
Exact match “The Jewish Community Foundation of Greater Kansas City provides customized creative strategies to help individuals and families give smarter and to build charitable resources for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Building Annual Giving Programs Our focus?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “We help philanthropy take root and grow!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 11 contacts → | ||||
Exact match “Since 1988, the National Association of Charitable Gift Planners (CGP) has worked to expand and support the community of professionals who provide charitable gift planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “Legacy provides donor advised funds, planned giving services, and operates charitable initiatives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Covenant Philanthropic Solutions is a full-service fundraising consultant firm that exists to help mission-driven organizations raise more, build stronger fundraising capacity…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “George Philanthropy Group (GPG), co-founded by principal consultants Phil and Meg George, advises nonprofit organizations, corporations and individuals on high-impact philanthropy.” 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 consultants”. 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 205 planned giving consultants worldwide
See the full list, filter by size, metro and specialty, and access 565 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Planned giving consultants 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 consultants are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “planned giving consultants” 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 565 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 consultants by location
1 lists · largest firstEvery Planned giving consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many planned giving consultants are there worldwide?
RevenueBase identified 205 company matches for planned giving consultants 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 consultants?
The United States leads with 132 companies. Every planned giving consultants list by country and city is linked on this page.
Which city has the most planned giving consultants?
Toronto leads with 7 company records, followed by Indianapolis (6) and Seattle (5).
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 565 professional contacts with verified work emails tracked across these 205 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 205 planned giving consultants 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 consultants worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 205 matching company records for planned giving consultants worldwide, with 1,377 tracked contacts and 565 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 consultants 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 |  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. | |||||
| 3 |  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. | |||||
| 4 |  Legacy Linklegacy-link.co.ukHQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 36 contacts → |
“Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Faithward Advisors, LLCfaithwardadvisors.comHQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 35 contacts → |
“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  Daylightdaylightadvisors.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 16 contacts → |
“Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 |  The Giving Collaborativegivingcollaborative.comHQ: East Haven, CT, United StatesReported employees: 1-10 | East Haven, CT, United States | 1-10 | Exact match | 13 contacts → |
“The Giving Collaborative has provided personalized, affordable philanthropic consulting services to some of the most prestigious organizations in the United States and around…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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. | |||||
| 16 | HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“The Jewish Community Foundation of Greater Kansas City provides customized creative strategies to help individuals and families give smarter and to build charitable resources for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CTACctacadmin.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 12 contacts → |
“CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  LEADleadphilanthropy.comHQ: St. Louis, AL, United StatesReported employees: 11-50 | St. Louis, AL, United States | 11-50 | Exact match | 11 contacts → |
“Building Annual Giving Programs Our focus?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Root Agencytherootagency.comHQ: Dunedin, FL, United StatesReported employees: 1-10 | Dunedin, FL, United States | 1-10 | Exact match | 11 contacts → |
“We help philanthropy take root and grow!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  National Association Of Charitable Gift Plannerscharitablegiftplanners.orgHQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 11 contacts → |
“Since 1988, the National Association of Charitable Gift Planners (CGP) has worked to expand and support the community of professionals who provide charitable gift planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Caswell Zachry Grizzardczg.netHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 10 contacts → |
“Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Legacy Globallegacyglobal.orgHQ: Mesa, AZ, United StatesReported employees: 1-10 | Mesa, AZ, United States | 1-10 | Exact match | 10 contacts → |
“Legacy provides donor advised funds, planned giving services, and operates charitable initiatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Covenant Philanthropic Solutionscovenantfirm.comHQ: Orange, CA, United StatesReported employees: 11-50 | Orange, CA, United States | 11-50 | Exact match | 9 contacts → |
“Covenant Philanthropic Solutions is a full-service fundraising consultant firm that exists to help mission-driven organizations raise more, build stronger fundraising capacity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Richmond Jewish Foundationrjfoundation.orgHQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  George Philanthropy Groupgeorgephilanthropy.comHQ: Cazenovia, NY, United StatesReported employees: 1-10 | Cazenovia, NY, United States | 1-10 | Exact match | 8 contacts → |
“George Philanthropy Group (GPG), co-founded by principal consultants Phil and Meg George, advises nonprofit organizations, corporations and individuals on high-impact philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 205 company matches
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Planned giving consultants: 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
204 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 205 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 consultants by location
1 lists · largest firstEvery Planned giving consultants 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 consultants?
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 consultants did RevenueBase find worldwide?
The saved snapshot records 205 matching company records, 1,377 tracked contacts and 565 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 consultants worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/planned-giving-consultants.
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 consultants worldwide
RevenueBase records 205 matching company records for planned giving consultants worldwide, with 1,377 tracked contacts and 565 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 consultants 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | Legacy Linklegacy-link.co.uk HQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 36 contacts → |
“Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Faithward Advisors, LLCfaithwardadvisors.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 35 contacts → |
“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Daylightdaylightadvisors.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 16 contacts → |
“Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 | The Giving Collaborativegivingcollaborative.com HQ: East Haven, CT, United StatesReported employees: 1-10 | East Haven, CT, United States | 1-10 | Exact match | 13 contacts → |
“The Giving Collaborative has provided personalized, affordable philanthropic consulting services to some of the most prestigious organizations in the United States and around…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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. | |||||
| 16 | HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“The Jewish Community Foundation of Greater Kansas City provides customized creative strategies to help individuals and families give smarter and to build charitable resources for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CTACctacadmin.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 12 contacts → |
“CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | LEADleadphilanthropy.com HQ: St. Louis, AL, United StatesReported employees: 11-50 | St. Louis, AL, United States | 11-50 | Exact match | 11 contacts → |
“Building Annual Giving Programs Our focus?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Root Agencytherootagency.com HQ: Dunedin, FL, United StatesReported employees: 1-10 | Dunedin, FL, United States | 1-10 | Exact match | 11 contacts → |
“We help philanthropy take root and grow!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | National Association Of Charitable Gift Plannerscharitablegiftplanners.org HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 11 contacts → |
“Since 1988, the National Association of Charitable Gift Planners (CGP) has worked to expand and support the community of professionals who provide charitable gift planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Caswell Zachry Grizzardczg.net HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 10 contacts → |
“Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Legacy Globallegacyglobal.org HQ: Mesa, AZ, United StatesReported employees: 1-10 | Mesa, AZ, United States | 1-10 | Exact match | 10 contacts → |
“Legacy provides donor advised funds, planned giving services, and operates charitable initiatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Covenant Philanthropic Solutionscovenantfirm.com HQ: Orange, CA, United StatesReported employees: 11-50 | Orange, CA, United States | 11-50 | Exact match | 9 contacts → |
“Covenant Philanthropic Solutions is a full-service fundraising consultant firm that exists to help mission-driven organizations raise more, build stronger fundraising capacity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Richmond Jewish Foundationrjfoundation.org HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | George Philanthropy Groupgeorgephilanthropy.com HQ: Cazenovia, NY, United StatesReported employees: 1-10 | Cazenovia, NY, United States | 1-10 | Exact match | 8 contacts → |
“George Philanthropy Group (GPG), co-founded by principal consultants Phil and Meg George, advises nonprofit organizations, corporations and individuals on high-impact philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Planned giving consultants: 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
204 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 205 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 consultants by location
1 lists · largest firstEvery Planned giving consultants 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 consultants?
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 consultants did RevenueBase find worldwide?
The saved snapshot records 205 matching company records, 1,377 tracked contacts and 565 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 consultants worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/planned-giving-consultants.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗