Planned Gift Programs

  • Start or expand your Planned Giving development Program.

  • Establish planned giving policies for gift acceptance, gift administration, gift investment, etc.

  • Learn how to create or expand a bequest solicitation program.

  • Start a deferred gift donor recognition society.

  • Identify planned giving prospects within your donor list.

  • Check your planned giving ideas with an experienced person.

  • Get understandable illustrations of possible gifts for your prospective donors in ready to use form.

  • Begin a Pooled Income Fund or Gift Annuity Fund correctly.

  • Planned Giving Articles for your newsletter.

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