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Planned Giving

Planned Giving is an increasingly vital element of a comprehensive development program, particularly for endowment funding. Every reliable projection of future endowment potential indicates that forthcoming generational fund transfers will present planned giving opportunities of record proportions.

Unfortunately, planned giving is a non-existent or modest source of support for many not-for-profit organizations. A well-designed planned giving program requires time to produce significant results. Delay in instituting or strengthening an effective program risks the loss of substantial future funding.

Our planned giving experts offer expertise in:

  • design of a sound program;
  • planned giving implementation;
  • preparation of materials; and
  • prospect identification and approach.
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