By collaborating with your organization’s leadership, we can help you establish or enhance your planned giving program. Our staff is knowledgeable and experienced, and can guide you through the various stages of a successful program based upon your needs:

Define the purpose of your planned giving ministry and endowment

Establish policies and procedures to govern the management and use of your endowment

Provide a comprehensive review of the various means of making planned gifts

Discuss legacy societies and determine how one might work in your organization

Prepare a marketing plan that includes a variety of communication materials and activities to promote your program and assist with the preparation of marketing materials