Planning for Good helps organizations develop the capacity for creating their own sustainability through robust planned giving programs
We do this by helping organizations to:
Develop the tools to support a program;
Implement those tools; and
Evaluate and tailor the program for maximum potential and effectiveness
What are the necessary ingredients of a Gift Planning program?
At a minimum, appropriately crafted and implemented gift acceptance, investment and spending policies are the cornerstone of successful planned giving programs.
Crafting these policies involves the board and staff with the guidance of the skill, experience and expertise of Planning for Good. With the aid of assessment tools and facilitated discussions, we work with you to create policies that are realistic, understood and effective in the solicitation, acceptance and stewardship of gifts and the endowments they support to sustain your organization’s mission.
In addition, procedures for solicitation, cultivation, donor-recognition and appropriate outreach materials, as well as methods for annually valuing and reporting gifts are essential. These are areas where Planning for Good provides organizational support and advice, including strategizing and facilitating conversations to steward relationships with donors who include the organization in their estate plans.
Where to start?
Use the contact area, directly on this page, to let us know you would like to consider a proposal for our services. It is helpful if you use the Organizational Assessment Tool so we can begin our conversation with a better understanding of your needs. Also consult the Services area of this site to see descriptions of service areas, including policy development, implementation, program maintenance and other related areas of support.
You can also call us at 207-975-5165. Email form to the right.
