Planning For Good

Planning for Good

Services

•  Formulating Policies (Gift Acceptance, Investment, Spending)
  

•  Launching the Program

•  Maintenance

•  Other Areas of Support 

Formulating Policies:

Gift Acceptance Policy

• Provide board and staff with materials on policy development and several samples, in advance of initial meeting

• Meet to review, educate on issues, identify priorities, opportunities, begin draft

• Review draft and provide comments and feedback

• Meet to present policy proposal to Executive/Development/Finance committees

• Meet to present to Board at time of recommendation

Investment/Spending Policies

• Provide policy samples, Board Source materials in advance of initial meeting

• Meet to review, educate on issues, assess risk tolerance, time horizon, spending projections, begin draft

• Review draft and provide comments and feedback

• Meet to present proposal policy to Executive/Finance committees

• Meet to present to Board at time of recommendation

     Launching a Planned Giving Program:

• Impanel subcommittee of Development Committee, including specialists in estate planning

• Facilitate development of:

  • • Name for Recognition society

    • Recognition Policy and Programs

    • Materials for outreach to donors, propsects, professional advisors
      

    • Web site content: Gift Acceptance Policy, Investment and Spending Policies, Society information, giving options, calculators

    • Develop prospect list with board and staff

    • Develop outreach program for professional advisors
      

    • Facilitate discussion around event options

    • Cultivate opportunities for participating donors to provide testimonials

    • Develop procedures for board and staff to respond to inquiries from prospects to facilitate further discussions

“Maintenance”  or ongoing support

• Annual gift valuation with staff

• Annual gift and prospect tracking with board and staff

• Annual prospect development with board and staff

• Board refresher, regulatory update for staff and board and New Board Member orientation to policies and program

Other areas of support, on an ad hoc basis:

• Valuing Planned Gifts; training around valuation for staff

• Audit Planned Giving program, identify opportunities for improvement, develop plan

• Facilitating discussions with donors and charity, professional advisor

• Board training around policy development or review/update (Gift Acceptance, Investment/Spending

• Develop Planned Giving procedures

• Staff training around procedures

• Evaluation of performance management against Investment Policy, benchmarks

• Documentation/form development (Charitable Remainder Trusts, Lead Trusts, pooled income funds, charitable gift annuities)

• Periodic updates on regulatory changes, pending legislation, outlook

• Presentation to donor groups, board, to explore planned giving options

• Create professional advisor outreach programs and structure

• technical resource for development staff, board

• technical resource to meet with donors and their professional advisors to consider estate and charitable gift options

• technical support for development staff in the process of implementation of planned giving program

• You can Contact Us using the button on this page.  By completing and sending to us Organizational Assessment Tool, we will tailor a proposal for your organization's particular needs and goals