TAG-Solutions
Three proven programs. One unified methodology. Measurable, repeatable growth for parishes and ministries.
Every program is offered in DIY, Accompanied, and Comprehensive formats, giving leaders the freedom to choose the level of support that best serves their people and mission.
Restoring Pastors to Their Primary Vocation.
The Offertory Optimizer was born from Kevin Armshaw's five years as Director of Mission Advancement for the Institute for Priestly Formation, where he walked alongside hundreds of priests who shared the same struggle: administrative burden suffocating pastoral ministry.
The OO exists to lift that weight. It is not a fundraising tool — it is a pastoral support system that provides the same caliber of development strategy and execution that dioceses and major institutions receive, tailored specifically for parish life.
This is not new, and it is not untested. For years, the Offertory Optimizer has been the engine inside our fractional development engagements — quietly stabilizing offertories and lifting the administrative weight off pastors in parishes across the country. What's new is that we now offer it directly, as its own program, to parishes ready to build.
Everything a motivated parish needs to run a data-informed offertory and digital giving program for 12 months — without ongoing consulting cost. It functions as an annual fund system for the parish.
Bridges the gap between annual giving and major gift growth through guided partnership.
TAG becomes your fractional development director. We step in and run the engine — managing the data, writing the appeals, executing the Top 25 Donor Plan, and leading all solicitations.
Rural/mission parishes and subsidized ministries may qualify for reduced rates. Contact TAG for details.
The modern alternative to traditional stewardship firms.
| The Alternative | The TAG Advantage |
|---|---|
| Traditional stewardship firms | The OO integrates wealth intelligence, digital audits, and major gifts — not just print materials and pledge Sundays. |
| Full capital campaign firms | The OO delivers year-round offertory and major gifts at roughly 20% of the cost of a traditional campaign firm. |
| A full-time development director (~$100k/year) | Comprehensive OO delivers institutional-caliber expertise at $48k–$84k — with more specialized skill. |
| A traditional firm retainer (~$300k/year) | OO Comprehensive delivers equivalent expertise at roughly 20% of the cost. |
Unlock Hidden Capacity. Secure Transformational Gifts.
The Major Gift Accelerator exists because most faith-based organizations are sitting on transformational giving capacity that goes untapped. The MGA provides the strategy, systems, and execution support to identify, cultivate, and secure six and seven-figure commitments — ethically, relationally, and theologically.
"88% of an organization's philanthropy potential lives in the top 12% of its donor base."
Roughly 85% of most nonprofits' revenue comes from major donors — yet most organizations lack the infrastructure to consistently identify, cultivate, and solicit them. The MGA closes that gap — building the systems to identify and cultivate transformational donors with the attention they deserve.
Complete toolkit for organizations with internal capacity to execute. Includes wealth screening, pipeline architecture, and full cultivation system templates. Investment: $3,000–$8,000 / year.
All DIY deliverables plus monthly coaching calls, visit preparation, and cultivation support. TAG guides every step while you execute. Investment: $15,000–$32,000 / year.
Full TAG management of the major gift program. Ideal for organizations without internal development staff. Investment: $48,000–$84,000 / year.
Every Gift Has a Season. Build What Endures.
Annual giving sustains the present. Major gifts fund the future. Legacy gifts secure the mission for generations not yet born. The Legacy Activator exists because the most significant gifts your donors will ever make often happen after they're gone — and most faith-based organizations are completely unprepared to receive them.
The LA is a comprehensive planned giving program that integrates with your existing donor relationships to create a culture of legacy giving, establish formal vehicles for planned gifts, and secure the endowment your mission deserves.
Operational support through ongoing giving
Transformational impact in the donor's lifetime
Eternal impact through planned giving
Legacy giving is not a financial product — it is a spiritual act. The Legacy Activator draws on the Christian theology of stewardship, gratitude, and eternal investment — grounded most deeply in the Catholic and Orthodox traditions and fluent across Protestant institutions to frame planned giving conversations in a way that resonates with the deepest convictions of your donors.
What makes the Legacy Activator distinctive is its starting point: the resources for a world-class planned giving program already exist within or around most parishes and ministries. They are simply uncoordinated. TAG's role is to identify, activate, and coordinate that ecosystem.
We do not import a generic planned giving vendor. We map what the organization already has, build the professional partnerships that are missing, and create a coordinated infrastructure around the pastor or executive director — so they can make the ask with a full team behind them.
TAG guides each organization through a Gift Acceptance Policy tailored to its capacity, legal structure, and diocesan or denominational requirements — ensuring every gift can be received with confidence and stewarded with integrity.
A Legacy Society is a recognition and stewardship tool — not a program in itself. TAG helps each client design and name their own, tailored to their mission, culture, and donor relationships. Naming, structure, benefits, and recognition are customized to you: TAG provides the framework, templates, and activation support, and your organization owns the identity.
Donors who give annually are the pipeline for major gifts. Major donors are the pipeline for legacy gifts. The Legacy Activator closes the loop — turning a lifetime of generosity into a lasting endowment.
The Legacy Activator is designed to run alongside — not instead of — the Offertory Optimizer and Major Gift Accelerator. For Comprehensive OO and MGA clients, Legacy Activator elements are embedded into the existing Top Donor Plan cultivation cadence for qualified prospects. Standalone engagements are also available. Together, the three programs create a complete philanthropic ecosystem: every donor has a giving home at every stage of life and generosity.
DIY: $3,000–$8,000/Year | Accompanied: $15,000–$32,000/Year | Comprehensive: $48,000–$84,000/Year
Precision cultivation, scaled to your organization.
At the heart of TAG's advanced tier work is the Top Donor Plan — a precision cultivation engine scaled to organization size, typically Top 25, Top 50, or Top 100, and aligned with size and demographics.
TAG identifies top households using three dimensions:
The Top Donor Plan ensures that the most capable supporters in any organization are invited into a deeper partnership with the mission — with dignity, confidence, and precision.
All three programs are available as standalone engagements or as an integrated suite for maximum impact.
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