Professional Advisor Cultivation/Partnership
Working with professional advisors, such as estate planning attorneys, financial advisors, accountants, realtors, and successor trustees, plays an important role in the success of your gift planning program. Rarely is a complex or estate gift given without the assistance of a professional advisor.
We strive to work with local professional advisors, as they aim to help their clients (your donors) with their charitable goals.
Staff/Board Training and Development
Your board may only make decisions based on what they know. Learning about their gift planning options may not only garner support and advocacy, your board will also discover their own options for supporting your organization.
Gift planning should be holistically integrated into all areas of individual giving. Blended giving conversations are critical to weave into the tapestry of your overall fundraising strategies.
Ongoing Staff and board education is needed to help your development team to feel confident in asking for both current and future gifts.
Gift Planning Committee Development
A project based gift planning committee is a valuable way to "clone" yourself as a fundraiser. Your gift planning committee made up of the right people can do the "heavy lifting" of managing and accepting more complex gifts, providing board advocacy, as well as piloting new ways of giving.
We provide coaching and can help you arrange your gift planning committee while providing you with a sound strategy with how best to guide it.
Legacy Society Coaching
A legacy society is a valuable way to provide not only recognition and stewardship, it is also a fundamental way to build your future referral network.
We provide valuable coaching to your team to incorporate simple ways to recognize and develop your legacy society.
Capital Campaign Feasibility
Considering a capital or comprehensive campaign? A feasibility study is an important first step to work through before moving forward. Knowing how your key donors perceive your organization is vital before seeking to garner future support.
We provide feasibility studies by working with you and your key donors to identify how well they value your organization. We also will be able to help establish realistic expectations for a future campaign.