PLANNED GIVING PROGRAM
MANAGEMENT
All the perks of a Director of Planned Giving, with lower cost and fewer distractions.
Tired of the wealth transfer chatter? We get it. Nonprofits struggle to tap into the large opportunities within noncash gifts due to lack of time, resources, and budget.
Introducing fractional planned giving fundraising – Don’t pay us to tell you what to do. Pay us to do the work for you. We’ll run your planned giving program for you. One or Two days a week. We’ll even thank and qualify your long-time donors for a planned giving conversation.
Ready to maximize your PG Fundraising potential? Click the button below to get started.
Imagine a fundraising program where:
- You are documenting planned gift intentions on a consistent basis.
- You can outsource one of the highest ROI forms of fundraising.
- You achieve greater results while minimizing risk.
- You boost your fundraising without the headache of recruiting and training new employees.
- Your board applauds you for growing your fundraising program economically and efficiently.
Best of all, it’s easy and affordable.
How We Do it
Outsource as much or as little as you need. Choose from the following options or speak with Joe for more ideas on how we can help you worry less and raise more:
- Generate more planned giving interest with a consistent planned giving marketing program.
- Flesh out your planned giving program infrastructure.
- Personally connect with prospective donors to express gratitude and assess their interest in planned giving.
- Make joint visits with your gift officers to have planned giving conversations with their assigned donors.
- Gain confidence in offering noncash gift options through comprehensive training for you, your staff, and your board.
- Follow up with individuals who have previously expressed interest in planned giving.
- Benefit from Joe’s expertise on both short-term and long-term assignments, tailored to your needs. No need to hire a full-time staff member.
80-90% of your donor’s wealth is in their assets, not their wallets or checkbooks.
You can help your donor’s have a bigger impact with non-cash gifts.
Use our program calculator to calculate your PG potential
Reasons to believe
Smiling & Dialing
How many times a day are your gift officers picking up the phone to thank your loyal donors? Joe loves picking up the phone to thank donors, hear their stories and help them feel more connected.
Need someone to help you set up your new PG program? Check out:
