Planned Giving Bequest and Marketing Manual
IDS provides every client with a comprehensive written Planned Giving Bequest & Marketing Manual that contains all of the policies, procedures and forms that are needed for your planned giving program.
This Bequest & Planned Giving Marketing Manual is one the important features that distinguishes IDS's service from other consultants. With our Marketing Manual you have:
- A fully-documented system that provides guidance on all aspects of planned gift development.
- A system that minimizes the damaging effects of staff turnover, which sometimes delays development activities for months.
- A system that everyone -- staff, board and management -- can easily understand and follow.
- A planned giving program that is system-dependent, not person-dependent. This means that staff can be highly-effective without being planned giving experts.
- A management tool that helps ensure a high level of quality control in donor development and stewardship.