Planned Giving Program Launch

Start your planned giving program on the right foot.

Launching a planned giving program takes planning and organization. We can help you with all areas of beginning your program, so that you can start finding prospects sooner.

Create A Program Designed To Succeed

Our gift planning consultants provide step-by-step guidance to get your program up and running. Let us help you ensure the successful launch of your planned giving program.


Tools to Succeed

We provide you with all the resources you need to successfully begin your planned giving program. We help you get your program set up effectively, right out of the gate.


A Helping Hand

We stand by you every step of the way and we're only a phone call away. We like to consider ourselves a part of your team. We care deeply about ensuring your program is successful.

  Program Launch Features

  • Evaluating Program Readiness
  • Defining an Appropriate Scope for Your Program
  • Helping You Establish Goals and Metrics for Success
  • Developing Policies and Budgets
  • Securing Board Approval
  • Recruiting and Training Your Staff
  • Selecting the Appropriate Software to Support the Program
  • Identifying and Evaluating Donor Prospects
  • Creating 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'll 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'll help you identify your best prospects.

Developing Procedures

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



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.
Jeff Lydenberg
Vice President, Consulting

Contact Jeff Lydenberg:

617-497-4997 E-mail

Have a question?