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Planned Giving Program Design
Planned Giving Program Design
(Includes Feasibility Analysis and if indications are positive, a First-Year or Multi-Year Plan)
Maybe your group has been fortunate to receive bequests from generous donors over the years. You may even have an honorary society for donors who have designated a bequest to your organization. However, in these days of scarce resources your leadership is probably wondering what else you can do to encourage “legacy” gifts.
This service leads you through a series of issues regarding your organization’s capacity, goals, priorities, and existing donor base. It gives you and your Board an understanding of what it takes to build, maintain, and get value from various levels of planned giving programs. You will emerge with a considered decision about the investments your organization should make, and a good idea of the return you can expect over the long term. Additionally, you will have a detailed plan that builds a strong engagement from your planned giving prospects, right up front.
Note: The Feasibility Analysis may indicate that your organization is not ready for a more extensive program than you are currently conducting. In this case, the service will deliver recommendations for getting better results within your current program, while preparing for a more robust program in the future.