Working with IDS is like having an extended staff of planned giving professionals in your office. There is constant contact between us, managed with a commitment to clear and efficient communication with you and your donors.

Led by a Senior Associate, a team of specialists is assigned to each account:

A Planned Giving Associate has day-to-day responsibility for overseeing and administering our work, knows the progress of each planned giving effort, and is responsible for budgets and reports. Each Associate brings a specialty, such as program monitoring, calendaring, and database management.

A Production Coordinator has day-to-day responsibility for managing print production and mailing schedules. They insure the accuracy of vendors' billings before we approve them for payment.

An Editorial Director has responsibility for managing the development of literature from concept to blue line.

Our Creative Services Team helps develop an effective bequest and marketing plan focused on educating and cultivating mission donors about the importance bequests play in their organizations future. Writers, editors, designers, and other experts from IDS's Creative Services Team work closely to create plans and communications materials designed to secure maximum donor responses for our clients.