Over $34,000 content
Loaded with tips and tricks; step-by-step instructions; professional advice; customizable forms; marketing materials; artwork templates, thank you letters and much more.
Provides clarity and purpose to strengthen relationships and outcomes.
The Back Office Operations component features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program.
We’ll show you how to determine if your mission is appropriate for long-term success; illustrate how endowments advance your mission; engage your board and senior leadership to ensure their investment in your planned giving program; develop planned giving best practices; and much more.
The Stewardship component includes everything you need to systematically build donor relationships, including tools, tips and templates.
Everything you need to start and maintain planned giving operations, including instructions and tips to:
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