Other Services

Planned Giving Bequest & Marketing Manual

Planned Giving Audit

Planned Gift Marketing Plan

Integrated Development Solutions develops a customized Planned Gift Marketing Plan for each client organization. This is a detailed business plan for conducting the planned giving program.

Every plan:

  • Defines qualitative and quantitative goals
  • Defines strategies for reaching those goals
  • Identifies target groups of prospective donors
  • Matches strategies with target groups
  • Prescribes activities for implementing the strategies
  • Forecasts both expenses and revenues
  • Includes a system for monitoring and evaluation
  • Is easily updated and revised, as needed

With a Planned Gift Marketing Plan, management and the Board knows exactly what will done and the expected outcome. This takes the guess-work out of planned giving and increases the Board's comfort with investing in planned giving.