About the program

We offer a 12-month partnership with The Gift Planning Institute to develop a sustainable Planned Giving Program. This will include establishing key structures, strategies, and donor outreach, with close collaboration to ensure successful implementation. Afterward, we will offer a continuity program to maintain success and empower your team to manage planned giving independently, with continued support for complex donations. 

Our comprehensive plans offer a 12-month program include all the services listed below.

• Create, Update, and Enhance Gift Acceptance Policies and Gift Planning Policies and Forms
• Create a Prospect List from Existing Donors
• Educate Board and Leadership on Gift Planning
• Empower and Educate Key Staff Members to have Planned Giving Conversations
• Provide Planned Giving Best Practices Digital Book with Content on the 11 Best Practices
• Create a Strategic Plan for Gift Planning
• Create and support a Legacy Society
• Provide Marketing and Campaign Content
• Provide brochure folder with customized content on 12 Planned Giving Strategies.
• Providing Webpage Content 

We are excited to partner with you to enhancing donor’s capacity to give through tax-advantaged asset gifts and planned legacy gifts. The cost of Planned Giving can be easily covered with one gift.