Build a Planned Giving Program from Your Annual Fund
Assessment & Strategy • Design & Implementation • Training & Motivation • Strengthening Donor Relationships  

Services

Design & Implementation

Using the results from the Readiness Briefing, we develop a customized vision, process and team approach to endowment building, using staff, volunteers and other available resources.   We’ll use the following model to consider where endowment fits into your overall funding sources:

See a Simple Way to Build Your Endowment through a Jumpstarted Planned Giving Program