TAG-Solutions

Flagship System Engines

Three proven engines. One unified methodology. Measurable, repeatable growth for parishes and ministries.

Every engine 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.


For Catholic & Orthodox Parishes

The Offertory Optimizer (OO)

Restoring Pastors to Their Primary Vocation.

Origin & Purpose

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.

Key Outcomes (Typical 12-Month Results)

  • 8–25% increase in total offertory (depending on tier and follow-through)
  • 20–35% lift in recurring digital revenue
  • Reduced administrative burden on pastor and staff
  • Major gift pipeline activated from within existing donor base

Core Program Elements (All Tiers)

  • Development & Financial Audit: 3–5 year offertory trends, revenue mix, household segmentation, benchmarking
  • Digital Giving Audit & Channel Strategy: UX/placement review, recurring giving setup, platform review, text/QR, email and social leverage
  • Template Suite & Communications Engine: Pastor letters, seasonal appeals, recurring campaigns, email sequences, social posts, pulpit scripts, pew cards, print collateral, parishioner FAQs
  • 12-Month Activity Calendar: Campaigns, recurring pushes, digital phases, cultivation windows, designated weekends, gratitude moments
  • Major Gift Integration: Wealth screening, threshold mapping, target list, ask ranges, cultivation cadence, scripts, pledge tools, stewardship plan

Tier Breakdown

DIY Tier
$3,000 – $8,000 / Year

Everything a motivated parish needs to run a data-informed offertory and digital giving program for 12 months — without ongoing consulting cost.

  • Complete Development Audit + Blueprint
  • Digital giving roadmap and platform review
  • 12-month activity calendar with templates
  • Full communications template suite
  • Major gift threshold map
Comprehensive Tier
$48,000 – $84,000 / Year

TAG manages all execution: cultivation, solicitation, campaigns. Maximum impact, minimum internal burden.

  • All Accompanied deliverables
  • Full TAG managed execution
  • Campaign solicitation management
  • Embedded fractional development director support
  • Annual stewardship event planning

Rural/mission parishes and subsidized ministries may qualify for reduced rates. Contact TAC for details.

For Nonprofits & Faith-Based Ministries

The Major Gift Accelerator (MGA)

Unlock Hidden Capacity. Secure Transformational Gifts.

Purpose

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.

The 88/12 Rule

"88% of all gift revenue comes from the top 12% of donors."

Most organizations spend 80% of their development time on the 88% of donors who give 12% of the revenue. The MGA inverts this — building the systems to identify and cultivate transformational donors with the attention they deserve.

Key Outcomes (Typical Results)

  • Structured major gift pipeline from existing donor base
  • Wealth screening revealing hidden capacity
  • Cultivation and solicitation systems built
  • Board giving culture strengthened
  • Six and seven-figure gift strategies in place

Core Program Components

  • Wealth Screening & Capacity Analysis of full donor database
  • Top Donor Plan: Triple Threat Filter identification and individual cultivation strategies
  • Board Giving Assessment and campaign leadership development
  • Case for Support Development: Compelling mission narrative for major gift conversations
  • Cultivation Cadence: 12-month touchpoint calendar for each major gift prospect
  • Solicitation Scripts and visit preparation for each ask
  • Pledge Management and stewardship plan post-gift

Tier Options

DIY — Strategic Self-Service

Complete toolkit for organizations with internal capacity to execute. Includes wealth screening, pipeline architecture, and full cultivation system templates.

Comprehensive — TAG-Managed Execution

Full TAG management of the major gift program. Ideal for organizations without internal development staff.

Optional Add-On

Fractional Major Gifts Officer

A dedicated fractional MGO embedded in your organization to personally cultivate and solicit top donors. Available as a monthly retainer.

Available Across All Tiers

The Legacy Activator (LA)

Every Gift Has a Season. Build What Endures.

Purpose

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.

The Three-Gift Economy

Annual Gift

Operational support through ongoing giving

Major Gift

Transformational impact in the donor's lifetime

Legacy Gift

Eternal impact through planned giving

Theological Foundation

Legacy giving is not a financial product — it is a spiritual act. The Legacy Activator integrates Catholic and Orthodox theology of stewardship, gratitude, and eternal investment to frame planned giving conversations in a way that resonates with the deepest convictions of your donors.

Comprehensive Gift Vehicle Suite

  • Bequests: Simple language for wills and estate documents
  • Charitable Remainder Trusts: Income during lifetime, gift at death
  • Charitable Lead Trusts: Gift now, remaining to heirs
  • IRA/Retirement Beneficiary Designations
  • Life Insurance Beneficiary Programs
  • Real Estate and Property Gifts
  • Donor Advised Fund Partnerships

Core Program Components

  • Legacy Society establishment with naming, recognition, and formation events
  • Planned Giving Discovery conversations and cultivation scripts
  • Legal language resources and gift confirmation templates
  • Annual Legacy Society stewardship calendar
  • Integration with Offertory Optimizer and Major Gift Accelerator

Investment

DIY: $3,000–$8,000/Year  |  Accompanied: $15,000–$32,000/Year  |  Comprehensive: $48,000–$84,000/Year

Ready to Build Your Revenue Infrastructure?

All three programs are available as standalone engagements or as an integrated suite for maximum impact.

Schedule a Free Consultation