OUR SERVICES
With PG Partner, you’ll receive customized and hands on assistance. Here are the specific services our current and past clients appreciate the most:
Infrastructure, Policies and Procedures: To build and maintain a sustainable PG program we will ensure you have gift acceptance policies, gift agreements, documentation of planned giving intentions and more.
Board Development: We provide an objective perspective and conduct one-on-one interviews with each board member to better understand their involvement and commitment to your mission. We also offer live online board presentations to engage and train your board members.
Marketing: With over two decades of planned giving marketing experience, we deliver fresh and consistent messages in simple and understandable language. Our marketing content highlights the benefits of gift options and their seamless support of your mission. Our relationship with outside vendors also helps identify overlooked leads.
Prospect Strategy: We assist you in utilizing a donor relation management process to track prospects and donors. By working with your data team, we ensure a continuous generation of new prospects for planned giving conversations.
Stewardship and Cultivation: We help you establish a process to ensure all team members interact with donors effectively, from the initial contact to the ultimate gift. Avoid losing donors by providing them with the best onboarding experience possible.
Let us help you take your fundraising to new heights with PG Partner. Contact us today to get started.
Gift Planning Essentials
When you’re ready to launch or revitalize your planned giving program, your easiest route to success is through the Planned Giving Essentials program.
Our proprietary solution is ideal for nonprofits that have a passive planned giving program—or no program at all.
Gift Planning Essentials is a proven methodology to:
- Engage and involve your board in planned giving
- Identify and qualify your best planned giving prospects
- Learn how to have planned giving conversations with anyone
- Create an effective communications and marketing plan to reach planned
giving prospects and motivate them to take action - Add the core infrastructure required to handle non cash gifts
- Develop a stewardship program to maintain and enhance your relationships
with planned and major gift donors - Craft a plan for sustainable program growth
90% of your donor’s wealth is in their assets, not their checkbooks. Gift Planning Essentials gives you a way to offer your donors a wide variety of giving options so you can maximize your true fundraising potential.
The Essentials program is customizable with carefully developed templates to make creating your program as easy as possible, and adapted to your mission and organization.
Contact us to see if Gift Planned Essentials is right for you and your organization
Training
Ready to build a
thriving and sustainable Planned Giving Program?
Take the first step towards unlocking your organization’s fundraising potential. Contact Joe today to explore how our fractional planned giving services can propel your organization towards new heights of success.
