Organizations that are just beginning to develop planned giving programs value the step-by-step guidance our consultants provide, often on-site, to help their programs get up and running.  At the same time, those that are already accepting some planned gifts often look to us for support as they seek to expand the types of gift vehicles they accept, accept gifts in more states, or train staff members to obtain a deeper understanding of complex gifts. 

Organizations with active planned giving programs often call upon us to analyze and evaluate their programs – reviewing policies and procedures, identifying strengths and weaknesses, examining marketing materials, improving donor prospecting techniques, streamlining the proposal preparation process, and much more.

To be successful in planned giving, our consultants believe an organization must:

• Be fully committed to planned giving as a way to support its mission
• Have the long-term support of its Board and senior management
• Be financially sound
• Have a constituency of donors and potential donors who have demonstrated their loyalty to the organization’s goals and mission
• Have the ability to create and sustain interest among that base of support
• Be able to administer the gifts it receives in a timely, flawless way
• Be able to measure and document its successes

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