LEGACY

PLANNED GIVING
Nurturing Growth

We believe every non-profit should initiate an active planned giving program and encourage donors to consider deferred and legacy gifts to their organization. So often planned giving takes a back seat role to more immediate development priorities. However, planned gifts are often the catalyst for ensuring an organization’s long-term sustainability and future financial strength. It is important to position your planned giving effort strategically within the broader context of the organization’s short and long term plans. There is no reason you cannot launch your planned giving program now.

  • Building a successful planned giving program

  • Development of gift acceptance policies and procedures

  • Planned giving program marketing

  • Launching an endowment campaign