top of page

"By building on over thirty years of experience advising philanthropically-minded families, I’m motivated to help unleash untapped donor potential that has a transformational effect on both the life of the donor and the mission of the charity."

— Brad Willems, Planned Giving Consultant

Fraser Valley, British Columbia

We Are a Team

We are a national community of Planned Giving Consultants who share a common goal. That is to, dramatically multiply the results of your planned giving program with limited resources of time and money. Our experts, with decades of philanthropic

expertise, have a shared commitment to our core values and to the local charitable sector. Please click on your region below to find your local Planned Giving Consultant.

Rod Abbott
Joan Cosby
Ryan Fraser
Jeremy Hampson
Betty-Anne Howard
Randy Liedtke
Janine Purves
Greg Snider
Jay Stark
Glenn Stewardson
Tina Tehranchian
Keith Thomson
Lynn Whetham
Rich Widdifield
Brad Willems
bottom of page