Whom We Serve:

Planned Giving Startup is designed as a low-cost way for charitable organizations to add a bequest and planned giving element to their fund raising programs. We serve primarily organizations that currently do not have the personnel or financial resources to launch a complete planned giving program.

What We Offer:

Planned Giving Startup offers your organization a part-time skilled senior planned giving officer who can assist you in areas such as the following:

• Development of policies and procedures.
• Presentations to board members, staff, volunteers, and prospects.
• Preparation of customized text for brochures and newletters.
• Planned gift calculations.
• Development of a marketing plan.
• Personal cultivation and solicitation visits.
• Evaluation and strategic planning assistance.
• Planned giving audit.
• Counsel for unusual or difficult planned gift opportunities.
• Planned giving executive search.