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How to Get a Planned Gifts Program Up and Running
How to Get a Planned Gifts Program Up and Running

This 62-page manual features:
  • Step-by-step guide to starting a successful planned gifts program.
  • Learn how to get board backing, set goals, identify and cultivate prospects and much more.
  • Easy-to-understand descriptions and case studies of various types of planned gifts.

Here's a small sampling of topics covered in How to Get a Planned Gifts Program Up and Running:

  • Get your board engaged in backing a planned gifts program
  • Practical strategies for promoting bequests
  • How to build a planned gifts prospect list
  • Create a 'letter of intent' form
  • Set yearly planned gift goals
  • Identify planned giving prospects among your donor base
  • Nurture a league of planned gift ambassadors
  • Build an active, accomplished planned gifts committee
  • Basic gift planning: start with these giving vehicles
  • Market charitable gift annuities aggressively
  • Ways to suggest a charitable bequest
  • Five reasons to distribute a planned gifts newsletter
  • Online calculator simplifies planned giving
  • Surefire ways to cultivate 'agents of wealth'
  • Advice on marketing charitable gift annuities
  • Work to identify, confirm planned gift expectancies
  • Bring your planned gifts newsletter to life
  • Life insurance as a planned gift option
  • Boost attendance for your estate planning seminar
  • Build a corps of attorney ambassadors
  • How to annouce a new planned gifts society
  • Partner with other charities to announce a joint bequest
  • Six ways to steward bequest donors
  • Hold targeted estate planning seminars
  • Put some teeth into your heritage society
  • Have a policy for accepting life insurance
  • And many more!

Manual Format:
 
Price: 74.95

 
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