Planned Giving Marketing Solutions is a registered fundraising consulting firm specializing in major, blended and planned gifts.
What We Do
PGMS partner with nonprofits ready to move to the next level of funding to expand their programs and looking towards long term financial stability. We provide all the important parts of a major gift giving program including management of the new program.
Core Services
- Custom designed website for Major & Planned gifts
- Develop gift acceptance policy
- Create a ‘legacy society’
- Install Donor Database system
Consulting Services
- Meet with donors and advisors
- Train Board of Directors and Staff on Major Gifts
- Set up and manage Marketing Materials and Scheduling
- Manage Donor Database Program
- Develop and manage Gift Administration
- Bequest & Beneficiary Designation Programs
Leadership:
Tom Ligare, CLU, CAP, Managing Director (bio)
Brent Anderson, CLU, ChFC Vice President of Development (bio)
Program Advisors
James Eckel, CLU, CFP, J.D.
Is the recent Director of Planned Giving with the USS Midway Museum. Jim has been responsible with bringing in corporate sponsor program to the museum resulting in highly profitable contracts from sources such as the NFL. He is versatile with non-profit database software and possesses a strong knowledge base of charitable gifting and financial planning techniques.
Jim has authored several books: Midway’s Planned Giving Pocket Guide, Planning for the Golden Years with Variable Annuities, Financial Planning with Variable Annuities, Survey of Advanced Sales. Jim earned is Business Administration degree from CSUH in Hayward, CA and holds a law degree from Western State College of Law in Fullerton. Jim’s past employers include Transamerica Life, New York Life, and Merrill Lynch. He is a past member of the National Speakers Association and has given numerous seminars on charitable and financial Planning.
Jim is the past President of the Partnership in Philanthropic Planning Orange County.
Cynder Sinclair, D.M.
Cynder Sinclair has been leading nonprofit organizations for over 30 years. She has served as Founder, CEO, and/or Executive Director of several nonprofits including Santa Barbara Neighborhood Clinics, Girl Scouts of the Central Coast, Child Abuse Prevention Council, Kingsburg Community Assistance Program. She has also served on many nonprofit boards of directors. Cynder holds a doctorate in organizational leadership and a master’s in organizational development. She is founder and CEO of Nonprofit Kinect, a consulting firm that provides services in strategic planning, board governance, fund development, succession planning, retreat facilitation, and executive coaching.
Craig Zimmerman, CPA
Craig Zimmerman has nearly two decades of experience in the investment management industry and is a Certified Public Accountant who most recently worked as the Senior Vice President of Open-end fund accounting for a leading global alternative investment management firm (over $100 Billion Assets Under Management) with expertise in credit strategies, with over 900 employees in ten offices worldwide, based out of their headquarters in downtown Los Angeles. Mr. Zimmerman graduated from the University of Southern California, Leventhal School of Accounting with a Bachelor of Science degree.