Other Services

Planned Giving Bequest & Marketing Manual

Planned Giving Marketing Plan

Planned Giving Audit

Our Planned Giving Audit helps you identify areas for improvement in your planned giving program. We look at all aspects of your program and how well it is integrated with your other fund development strategies.

We have often found that small changes can produce dramatic improvements.

Our Planned Giving Audit is a cost-effective way to make sure your program is operating as effectively as possible and maximizing its potential. We look at:

  • How well you make your case for support
  • How well you identify planned giving prospects
  • Your process for approaching prospects and developing relationships
  • Board support and involvement
  • Whether you have realistic, feasible goals
  • Whether you are doing the right activities
  • How well you track and report your progress

You receive a comprehensive written audit report, which becomes your guide to improving your results and reaching your potential.