Your nonprofit needs to be ready for planned giving.
GROW FAST.
Start Monday, by the following Friday, you'll have a report, checklist & key deliverables. You'll see your planned giving potential and next steps with clarity and peace of mind about your nonprofit's way forward. Cost? just $775. Yes, that's correct.
Ready to grow fast? Please share some information and we'll set up a free consultation.
Yes, you can GROW FAST. Here's what's included.
Review
A review of your nonprofits's planned giving effort to date. We'll learn about your overall development, marketing and communications, campaigns, etc.
Report
You'll receive a 5-6 page report with an assessment of your nonprofit's planned giving potential, identification of top prospect groups, recommendations for legacy society, incorporating planned giving into existing communications, and mucn more.
Plan
You'll receive a practical, actionable plan with a suggested timeline - organized as projects you can tackle one at a time, or all at once if you have the capacity.
Deliverables
Your choice of up to five deliverables. Options include planned giving web copy, advisor page, bequest intention form, legacy society copy, legacy society welcome letter, legacy society ways to give page, newsletter content, etc.
Board & Staff Readiness
We'll provide recommendations for engaging your board and staff. Upon request, we can provide a highlight session for staff, board members and other stakeholders.
Your Involvement
First, we'll have a one-on-one session. Next, you can invite up to three key people for a one hour discovery session. We'll ask you to provide relevant materials and other information, which can usually be accomplished via email.
Take the next step!
We've helped nonprofits large, medium & small.
We can help yours, too.
