Planned Giving

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Our planned giving program audits consist of thorough CRM donor database and management reviews, executive staff, development officer or related advisory committee member analysis with intent to optimize planned giving success ratios through the use of custom, integrated dashboard tools.

Clients gain access to a skilled, independent consultative approach to help position, pitch and close significant or complex gifts.  This is a retained program service.

Do your marketing efforts convey the right messaging?  Successful planned giving marketing efforts have specific objectives to create a call to action for the targeted demographic.  We help build this strategy.

Social media programs are well suited for endowment and planned giving activities, but must be well scheduled programs with metrics to help measure effectiveness.  This is a custom, technology infused service.

The gift acceptance policy is a living document that should evolve with the sophistication of the development team.  We consult to provide for emerging gift opportunities or the expansion or contraction of permissible gifts. 

Coaching through the positioning of planned giving or endowment building techniques provides independent confidence in the development and execution of key donor asks.  Collaboration and joint donor meeting exercises compliment staff growth.