The PG-COACH provides every client
with a comprehensive written Operations Manual that contains all of
the policies, procedures and forms that are needed for the Planned Gift
Development System.
This Operations Manual is one the important features
that distinguishes the PG-COACH's service from other consultants.
With an Operations Manual you have:
A fully-documented system that provides guidance on
all aspects of planned gift development.
A system that minimizes the damaging effects of staff
turnover, which sometimes delays development activities for months.
A system that everyone -- staff, board and management
-- can easily understand and follow.
A planned giving program that is system-dependent,
not person-dependent. This means that staff can be
highly-effective without being planned giving experts.
A management tool that helps ensure a high level of
quality control in donor development and stewardship.
Subscribe to the PG-COACH's e-mail PG-TIP -- Free --->
The PG-COACH is a
member/affiliate of these professional associations:
Copyright 2005, 2006, 2007 Florida
Philanthropic Advisors, LLC For questions or problems
concerning this website, please contact:
info@pgcoach.org
