Planned giving is increasingly important to all nonprofit organization or institutions.  Yet it is probably the least understood of all fund-raising programs.  To have a successful program, you have to engage in extensive planning and research, and have a thorough understanding of gift vehicles, government regulations and money management.

With this in mind, we can:

·   Help you initiate a major/planned giving program.

·   Recruit and train your planned giving committee.

·   Train your staff on:  major gifts, annuities, trusts and bequests as gift mechanisms ... how to determine the best gift mechanism to use ... how to secure the information necessary to develop annuity, trust or bequest plans ... and how to formulate trusts and bequests or other special gift agreements.

·   Assist your planned giving committee with program policies and procedures.

·   Study your existing program to determine its strengths and weaknesses.

·   Evaluate your immediate and long-term goals.

·   Help you develop a marketing plan.

·   Assist in creating a major donor recognition program.

·   Provide software to rate and rank prospects, track contact with them, manage your prospect database, track planned gifts, estimate future values of planned gifts, and more.

·   Inform your volunteer boards about:  the value and use of planned gifts ... the basic technical aspects of trusts and bequests ... how to identify prospects ... and how to arrange appointments for the development staff.

·   Conduct seminars for prospective major donors on financial and estate planning, how to save taxes, and more.

·   Calculate sample income, gift and estate tax deductions to determine the consequences of outright gifts, pooled funds, gift annuities, unitrusts, annuity trusts, lead trusts and life estates.

·   Prepare gift-opportunity presentations to recommend to prospective donors.

·   Help you establish an advisory and support relationship with attorneys, CPAs, CLUs, trust officers and other financial advisors.

·   Work with your accounting and fiduciary representatives to prepare you to receive major gifts in trust and by bequest.