Create A Program Designed 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.
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.
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.
There are certain characteristics of your constituents who would make great potential planned giving prospects. We help you identify your best prospects.
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.
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.
Vanderbilt University Medical Center hired PG Calc consultants on retainer in 2019. They work with planned giving staff, marketing, operations, and leadership to strengthen the planned giving effort at VUMC. PG Calc developed and delivered a donor/patient survey that allowed us to learn more about our planned giving partners, as they shared their stories, passions, and interests in engaging more with VUMC development. Their survey responses provided invaluable information and significantly increased our Legacy Circle membership.
Vice President for Development
Vanderbilt University Medical Center
Jeff Lydenberg, Ann McPherson and the entire team at PG Calc offer invaluable support to me and my Development colleagues at Mass General Hospital. Their work with us over the last many years as consultants has been wide-ranging and includes, but has not been limited to, assisting leadership in long range planning, working hand-in-hand to build program plans and providing guidance and advice in our work with donors and their advisors. PG Calc has partnered with the Mass General planned giving staff for more than a decade and have assisted in the steady development of our marketing program. Their expertise, steady counsel and creativity have been instrumental in the evolution of our program on every front. The PG Calc staff are responsive, collaborative and great champions for the organizations with which they work. We at Mass General consider ourselves so fortunate to have PG Calc’s partnership in our daily work
Managing Director, Planned Giving
Massachusetts General Hospital Development Office
Our consultants engage with you on an ongoing basis to guide you and improve your planned giving program.
PG Calc has identified eight "must have" characteristics for the successful operation of a planned giving program.
