Create A Program Designed To Succeed

Tools to Succeed

We provide you with the resources you need to successfully begin creating a planned giving pipeline. We help you set up an effective, sustainable program right out of the gate.

A Helping Hand

Our team of experts will guide you through the process of building the systems to solicit and receive planned gifts. ’We consider ourselves a part of your team. We care deeply about ensuring your program is successful.

Program Launch Features

  • We evaluate program readiness.
  • We define an appropriate scope for your program.
  • We help you establish goals and metrics for success.
  • We develop policies and budgets with you.
  • We help you secure board approval.
  • We recruit and train your staff.
  • We select the appropriate software to support the program.
  • We identify and evaluate donor prospects.
  • We create a marketing plan and tactical implementation strategies.

What it's Like to Work With Us

When just starting a planned giving program, getting buy-in and management support, implementing procedures, training staff, and allocating resources can be overwhelming. We work closely with you to ensure you understand how to run a successful program.

Assessing Readiness

We evaluate how ready your organization is to start a planned giving program by assessing staff resources, recommending a budget to ensure the program's success, securing board approval, and guiding the structure of the program.

Evaluating Donor Potential

There are certain characteristics of your constituents who would make great potential planned giving prospects. We help you identify your best prospects.

Developing Procedures

We help you identify the types of gift assets you'll accept to minimize risk, and help decide what gift vehicles you will offer. We also work closely with you to create effective and engaging marketing campaigns.

Creating a Strategic Marketing Plan

We develop a plan using the three primary methods in which an organization generates leads. We follow best practice in recommending a strategic marketing plan and tactics to increase estate gift awareness and activity.

What Our Clients Say

How Can We Help You?

If you are interested in launching a planned giving program, we have the experience to guide you to your goal. We can help.
Vice President, Consulting

Contact Jeff Lydenberg

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