Planned Giving in a Box

MODULE II:
BACK OFFICE OPERATIONS
GETTING YOUR HOUSE IN ORDER

ONLINE MARKETING TOOLS

Planned giving website

100% Branded

Gift plans covered include

  • Bequests, Cash, CDs
  • Appreciate Securities
  • Stocks/Investment Fund Accounts
  • Life Insurance
  • IRAs

Bequest Video

PRINT MARKETING TOOLS

Postcard templates (2)

Display ad templates (2)

Bequest solicitation letters

Bequest follow up letter 1

Bequest thank you letter 2

Bequest thank you letter 3

General solicitation letter

Letter from CEO/VP

Estate planning “touch piece”

Intention form

Sample marketing plan

TEAM BUILDING AND EDUCATION

Pocket Guides for fundraisers (3)

Pocket Guides for board members (3)

Gift comparison charts (10)

One hour marketing consultation

Estate Planning Toolkit (on website)

Gift Plan “Sell” Sheets

Subscription to Planned Giving Wiki

MODULES

The Estate Planning Toolkit and Gift Vehicle “Sell Sheets” are now included with The Box

Download a Summary of Module II (PDF). It lists all the forms you need for back office operations.

WHAT IT’S FOR

Back Office Operations (Module II of Planned Giving in a Box) features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program.

  • It shows how to determine if your mission is appropriate for long-term success
  • Illustrates how endowments advance your mission
  • Engages your board and senior leadership to ensure their investment in your planned giving program
  • Develops planned giving best practices, and much more

WHO IT’S FOR

Back Office Operations is perfect for the shop that wants to start a new planned giving program, or, for updating an existing program and “getting the house in order” to raise gifts more efficiently.

WHAT’S IN IT

Everything you need to start and maintain planned giving operations, including instructions and tips to:

  • Evaluate Your Mission
  • Get Your Board on Board
  • Create Your Program’s Infrastructure
  • Count and Value Gifts
  • Create Gift Acceptance Policies
  • And much more!

The Other Two Modules

(Marketing and Outreach)

(Building Donor Relationships)

Why do many planned giving programs fail to produce results?

Because organizations jump directly to complex gift vehicles without putting their own house in order. It is a crucial and easily-overlooked step that helps ensure long-term success.

Viken Mikaelian, CEO/PlannedGiving.Com • Brian Sagrestano, JD, CFRE
Meredith Sossman, Esq, CFRE • Camilyn Leone, JD, CFRE

“… great training tool for any shop welcoming a junior planned giving officer to the team! It’s training in a box!”

Michael Kateman, Columbia College

Reach out! We look forward to hearing from you soon.

800-490-7090
succeed@plannedgiving.com

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