Company lists · Data refreshed November 2026
Top 25 Planned giving specialists based in the United States
RevenueBase identified 176 company matches for planned giving specialists associated with the United States as of November 2026 and tracks 2,010 professional contacts across them, including 1,081 with verified work emails. Indianapolis is the largest hub.
This list covers company matches for planned giving specialists associated with the United States, 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.
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 specialists based in the United States
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 | 59 contacts → | ||||
Exact match “Founded in 1982, The FOCUS Group has served nonprofits for nearly four decades.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 23 contacts → | ||||
Exact match “Philanthropy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “Financial Planning Ministry…For over 40 years, a New Dimension in Stewardship!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 15 contacts → | ||||
Exact match “Working together, we can strengthen your fundraising program for immediate and lasting results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “Artistic Fundraising Group builds vital financial resources for arts and humanities organizations committed to social change.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 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 | |||||
| 18 | 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 | |||||
| 19 | 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 | |||||
| 20 | 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 | |||||
| 21 | 11 contacts → | ||||
Exact match “Excellence in Giving is a full-service philanthropic advisory firm designed to increase the joy of high-capacity donors through a personalized process of discovery, evaluation…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Building Annual Giving Programs Our focus?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 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 | |||||
| 25 | 10 contacts → | ||||
Exact match “The Oklahoma Methodist Foundation is a non-profit foundation that will help you invest in lasting good.” 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 specialists”. 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 176 planned giving specialists based in the United States
See the full list, filter by size, metro and specialty, and access 1,081 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Planned giving specialists based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “planned giving specialists” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 1,081 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.
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 specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many planned giving specialists are there based in the United States?
RevenueBase identified 176 company matches for planned giving specialists associated with the United States 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 city has the most planned giving specialists?
Indianapolis leads with 7 company records, followed by New York (7) and Chicago (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 1,081 professional contacts with verified work emails tracked across these 176 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 176 planned giving specialists based in the United States. 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.
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Company intelligence · public preview
Top 25 planned giving specialists based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 176 matching company records for planned giving specialists based in the United States, with 2,010 tracked contacts and 1,081 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 specialists based in the United States
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 |  The Focus Groupthefocusgroup.comHQ: St Augustine, FL, United StatesReported employees: 11-50 | St Augustine, FL, United States | 11-50 | Exact match | 59 contacts → |
“Founded in 1982, The FOCUS Group has served nonprofits for nearly four decades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  Financial Planning Ministryfpm.orgHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 22 contacts → |
“Financial Planning Ministry…For over 40 years, a New Dimension in Stewardship!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  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. | |||||
| 15 |  Make Philanthropy Workmakephilanthropywork.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 15 contacts → |
“Working together, we can strengthen your fundraising program for immediate and lasting results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Artistic Fundraising Groupartisticfundraising.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Artistic Fundraising Group builds vital financial resources for arts and humanities organizations committed to social change.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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. | |||||
| 18 |  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. | |||||
| 19 | 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. | |||||
| 20 |  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. | |||||
| 21 |  Excellence In Giving, LLCexcellenceingiving.comHQ: Colorado Springs, CO, United StatesReported employees: 11-50 | Colorado Springs, CO, United States | 11-50 | Exact match | 11 contacts → |
“Excellence in Giving is a full-service philanthropic advisory firm designed to increase the joy of high-capacity donors through a personalized process of discovery, evaluation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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. | |||||
| 23 |  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. | |||||
| 24 |  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. | |||||
| 25 |  Oklahoma Methodist Foundationlastinggood.orgHQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 10 contacts → |
“The Oklahoma Methodist Foundation is a non-profit foundation that will help you invest in lasting good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
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Planned giving specialists: 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
176 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 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 ↗
Questions about this company list
What does Exact match mean for planned giving specialists?
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 specialists did RevenueBase find based in the United States?
The saved snapshot records 176 matching company records, 2,010 tracked contacts and 1,081 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
Cite this list
RevenueBase Data Team. Top 25 planned giving specialists based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/planned-giving-specialists/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 planned giving specialists based in the United States
RevenueBase records 176 matching company records for planned giving specialists based in the United States, with 2,010 tracked contacts and 1,081 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 specialists based in the United States
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 | The Focus Groupthefocusgroup.com HQ: St Augustine, FL, United StatesReported employees: 11-50 | St Augustine, FL, United States | 11-50 | Exact match | 59 contacts → |
“Founded in 1982, The FOCUS Group has served nonprofits for nearly four decades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | Financial Planning Ministryfpm.org HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 22 contacts → |
“Financial Planning Ministry…For over 40 years, a New Dimension in Stewardship!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | Make Philanthropy Workmakephilanthropywork.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 15 contacts → |
“Working together, we can strengthen your fundraising program for immediate and lasting results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Artistic Fundraising Groupartisticfundraising.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Artistic Fundraising Group builds vital financial resources for arts and humanities organizations committed to social change.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 | Excellence In Giving, LLCexcellenceingiving.com HQ: Colorado Springs, CO, United StatesReported employees: 11-50 | Colorado Springs, CO, United States | 11-50 | Exact match | 11 contacts → |
“Excellence in Giving is a full-service philanthropic advisory firm designed to increase the joy of high-capacity donors through a personalized process of discovery, evaluation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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. | |||||
| 23 | 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. | |||||
| 24 | 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. | |||||
| 25 | Oklahoma Methodist Foundationlastinggood.org HQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 10 contacts → |
“The Oklahoma Methodist Foundation is a non-profit foundation that will help you invest in lasting good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
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Planned giving specialists: 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
176 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 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 ↗
Questions about this company list
What does Exact match mean for planned giving specialists?
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 specialists did RevenueBase find based in the United States?
The saved snapshot records 176 matching company records, 2,010 tracked contacts and 1,081 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
Cite this list
RevenueBase Data Team. Top 25 planned giving specialists based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/planned-giving-specialists/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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