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
of materials; and
identification and approach.