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We have
streamlined the process of raising planned gifts into a straightforward
and effective system that every nonprofit can easily
follow. We implement our system in three steps:
1. Planned Giving Readiness Study -- We begin by assessing your
organization's readiness for success in planned giving, so we can detect
and fix any problems that may hinder your future efforts to raise planned
gifts. More..
2. Planned Gift Marketing Plan --
Next, we work with you to
develop a customized marketing plan, which becomes your detailed road map for launching and
managing your new planned
giving program. More..
3. Planned Giving Operations Manual -- Finally,
we make sure you have a full
set of all necessary policies, procedures, and reports, which are documented in a written
Operations Manual.
More..
Contact us for further
information on designing and installing a Planned Gift Development System
in your organization. |
