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The Planned
Giving Coach
offers a full array of services to help non-profit organizations and their development
staff conduct effective planned
giving programs.
Planned
Gift Development System
-- We work with you to design and install an effective system for consistent
planned gift development. This is the quickest way to get a planned
giving program up and running. More..
Planned
Giving Office -- We provide full service support, so you can outsource
your planned giving program for a fraction of the cost of hiring a full-time
planned giving director. More..
Gift
Annuity Programs -- We guide you through the set-up and operation
of an effective charitable gift annuity program, including policies,
regulatory compliance, marketing and administration issues. More..
Coaching --
We provide expert personal coaching service that is convenient and affordable. We guide you through the
steps of soliciting
and closing planned gift
arrangements. More..
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