|
Our Planned Giving Audit helps you identify areas
for improvement in your planned giving program. We look at all
aspects of your program and how well it is integrated with your other fund
development strategies.
We have often found that small changes
can produce dramatic improvements.
Our Planned Giving Audit is a
cost-effective way to make sure your program is operating as effectively
as possible and maximizing its potential. We look at:
- How well you make your case for support
- How well you identify planned giving prospects
- Your process for approaching prospects and
developing relationships
- Board support and involvement
- Whether you have realistic, feasible goals
- Whether you are doing the right activities
- How well you track and report your progress
You receive a comprehensive written
audit report, which becomes your guide to improving your results and
reaching your potential.
Contact us to schedule your Planned Giving
Audit |
