Setup & Support

Planned Giving in a Box was designed from the get-go for easy user implementation, but if you need some help, we want you to know we've got you covered. Users of The Box now have three options for implementing a start-up planned giving program:

  1. Do It YOURSELF (FREE)
    Planned Giving in a Box was specially designed for simple, convenient customer implementation.
  2. BASIC ($3,000)

    You receive a total of 6 hours of telephone support, up to ½ hour of consultation per month, with Brian M. Sagrestano, JD, CFRE, one of The Box’s creators. With this package, you use your consultation time in regular monthly installments (That is, you couldn’t save it up and then use 6 hours all at once at the end of your year).

    Price: $3,000; includes 5% discount on planned giving marketing materials from PlannedGiving.Com.

  3. DELUXE ($6,000)

    You receive a total of 12 hours of telephone support, which you can use as needed throughout the year, with either Brian Sagrestano or Joe Tumolo (of Gift Planning Development), depending on your specific situation. With this package, you can use your consultation time in any amount at any time, as you require it, to a maximum total of 12 hours.

    Price: $6,000; includes 10% discount on planned giving marketing materials from PlannedGiving.Com.



Contact us for more information.