Elevated, Hands-On Partnership
With Heritage36 we work shoulder to shoulder with your staff, providing on-site guidance, donor engagement support, and tailored materials that bring your asset-based giving strategy to life.
This model is designed for nonprofits seeking a deeper, more hands-on collaboration with our team.
Heritage36
High-Touch Support That Feels Like Part of Your Team
We work shoulder to shoulder with your staff, providing guidance, donor engagement support, and tailored materials that bring your asset-based giving strategy to life.
With Heritage36, we become an extension of your staff—providing on-site training, donor meetings, and customized collateral to fully activate your Balance Sheet Philanthropy strategy.
Key Components:
Provides donors and your staff with the opportunity to connect with our experienced team to explore potential asset-based gifts under consideration.
Two days on-site each quarter for gift officer training, meetings with donors, leadership and board members.
An opportunity for your team to invite donors to engaging, confidential webinars focused on Balance Sheet Philanthropy and strategic giving options.
A yearly virtual session designed to educate and equip your board on asset-based giving concepts and strategies.
Developed customized marketing materials, including a tri-fold brochure, a collection of articles, and six professionally produced videos. (Please note: printing, videography, and editing services may incur additional charges.)"
Additional offerings, including on-site visits and custom trainings, available upon request.
Program Details:
Pricing tailored to your organization’s needs and budget.
We offer a 90 day cancellation policy.
Interested? Let's Talk...
Start the Conversation
Whether you’re ready to move forward or simply exploring what’s possible, our team is here to guide you. Connect with us to ask questions, review your options, or book a time to talk through your goals.