CAMPAIGN JUMPSTART
 | - Get
the information you need to know to maximize your planned giving
prospecting and solicitation efforts.
- Save money on marketing by
targeting the right prospects for a planned gift
- Offer the appropriate gift planning opportunities to the appropriate donors
- Determine who in your donor base is the most likely to make a planned gift to you.
- Priced with nonprofit budgets in mind
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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:
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- Learn what is realistically
possible for your organization and then maximize campaign results
- Find out if your current
campaign makes sense for your constituents
- See if the processes you're using are the best practices for an ongoing successful campaign
- Determine the most effective types of solicitation for your constituents
- Learn about planned gift policies and procedures appropriate for your organization
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PLANNED GIVING/ENDOWMENT CAMPAIGN, DESIGN AND IMPLEMENTATION ASSISTANCE
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.).
ONLINE/TELESEMINAR EDUCATION
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.
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