Joe collaborates with Brian Sagrestano of Gift Planning Development to help non-profits take their planned giving programs to the next level.
Planned Giving Essentials
If your charity is ready to launch a new gift planning effort, Gift Planning Essentials provides the foundation for an effective gift planning program. Implemented over six to eight months, Gift Planning Essentials is ideal for small and mid-sized charities which do not want to hire a full-time gift planning professional but want to raise funds through bequests, retirement plan designations, life insurance and other legacy gifts. At the end of the program, your charity will have put in place the core infrastructure of a gift planning program, identified the best gift planning prospects, created an effective communications and marketing plan to reach those prospects, developed a stewardship program to maintain and enhance your stewardship of future gift donors and crafted a plan for sustainable program growth going forward. You will be able to offer endowment, bequest and beneficiary designation gifts in a confident way, with a plan for how to offer more complex gift plans in the future.
If you have a program in place and want to accelerate the growth of the program, PG Coaching can help. We start with an assessment of your current program and where you would like to go. Together we’ll set goals, develop a strategy and implement a plan. The program is completely customized to your situation and can include: Ways to integrate planned giving into your current focus. Getting all your fundraisers confident in starting a planned giving conversation. Educating and inspiring your board to support and participate in your planned giving initiative. Increasing the membership in your planned giving society. Moving away from a solicitation approach towards a more consultative and discerning approach. Getting more out of your planned giving marketing efforts.
Assessment & Strategic Planning
Gift planning assessment is a common tool used to enhance an existing gift planning program. The recent recession demonstrated the increased importance of building and maintaining endowments and pipelines of future gifts (such as bequests). This propelled more and more charities to invest significant resources in enhancing gift planning programs. Our assessments provide an in-depth analysis of current gift planning staff, marketing, activity levels, stewardship and administrative issues. We complete an extensive document review, interview staff from advancement and finance, and speak with board and heritage society members. Our final report includes a strategic plan, as well as a series of recommendations in order to improve and enhance the program, including industry best-practices. After completing an assessment or starting a new gift-planning program, we are available to assist you with the greatest challenge of all, implementing the steps outlined in the report and/or plan.