Everything you need to systematically formalize your program and build donor relationships.
Contains tools for everything your organization needs to formalize and strengthen its planned giving program.
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.
For “front office” marketing solutions, visit here.
Please contact a planned giving specialist for further information and pricing.
800-490-7090 | email@example.com
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:
Back Office Operations is perfect for the shop that wants to start a new planned giving program, or for updating an existing planned giving program to raise planned gifts more efficiently and more effectively.
How Ready Are You for Planned Giving?
This module is perfect for the executive who understands that planned giving is a people business. It’s a compelling, donor-centered toolkit with an “Outcomes-Based” guiding principle.
It gives you the tools and steps to allow you to proactively talk to the right prospects in language they both want to hear and understand so that they make a planned gift. Use these effectively along with some of our other tools, and over time it will help you become a professional gift planner.
Planned gifts do not happen by themselves. You must be proactive.