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Our mission is securing your mission... forever.
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Starting the Planned Giving Conversation: How & Whom to Solicit for Planned Giving
PLANNED GIVING AUDIT
A planned giving audit involves interviews with personnel (and sometimes volunteers), and a thorough review of current campaign marketing and processes that will allow you to find the weaknesses and strengths of your program so you can:
The best way to ensure success for a new campaign is to put some research behind it. Research and readiness planning as well as how you are position with your constituents form the foundation for timing and design. Who is supporting your organization's mission is the most important question behind every planned giving campaign.
BOARD AND STAFF TRAININGS & PRESENTATIONS
As needed and fully customized to attendees and on site if possible. Topics such as: "How to Start the Conversations"' "The Planned Giving Auxiliary Council", "5 Steps to Your Own Planned Giving Program", "The Board's Role & Responsibilites in a Planned Giving Campaign"
GIFT ACCEPTANCE POLICY: CREATE OR REVIEW AND UPDATE
We will review or create your gift acceptance policy and then help your board to evaluate important decisions regarding its content.
Having a gift acceptance policy is a sign of responsible management and helps to ensure the success of your program. Planned giving often involves gifts of assets such as real estate, art, and hard to value gifts. IRS code muct be followed in these instances and it's important to state this policy in writing, along with other gift acceptance parameters such as minimum age for charitable fift annuities and charitable trusts, etc. and the use of the gift once it's received (endowment, program, etc.).
Pre-recorded webinars and teleseminars with limited email Q&A.
VIRTUAL PLANNED GIVING DEPARTMENT
We understand that sometimes you don't have the staff available to take on a new planned giving campaign. Lots of developement people are already over-worked and aa planned giving program is time consuming. It doesn't matter how much you know if you can't devote any time to it. In such cases, we become your virtual Planned Giving Department - we work as your very own experts in bringing in bequests and other planned gifts.
We even work with attorneys to ensure timely and proper receipt of bequests when they mature, and we encourage the attorneys' interest in your mission, along with accountants and other professional advisors, in order to build loyalty to your organization and perhaps an auxiliary planned giving council.
Our broad-based experience in building planned giving programs for numberous and varied nonprofits enable us to produce results, and work with your staff and professional leadership so everyone is comfortable with this type of gifting. With regularly scheduled meetings, it's almost like having a staff person working on site.