The Top 12 Steps to Top-Notch Planned Giving (And What to Expect When You Try Them)


Adopt Planned Giving Policies and Procedures What you can expect: As easy to accomplish as it is to overlook. Show donors you take their ultimate gift seriously, and protect the interests of your organization through well-crafted gift acceptance, gift allocation, and investment policies.   Purchase Prepared Planned Giving Marketing Materials What you can expect: Easy … Continued