Planned Giving Consulting
Unlocking Planned Giving Impact with Fissinger Fundraising
Many organizations feel daunted by building a planned giving program, and think they need to be expert in complicated gift strategy in order to be successful. In fact, what an effective planned giving program mostly requires is quite simple: organizations need to invest the time and effort to build a robust bequest program, create an effective bequest expectancy tracking process, communicate with those who have included the organization in their estate planning as among their best friends and use this information to enhance their major gift program. Most people who include an organization in their estate plans actually increase their giving during their lifetime. Some make truly major commitments before they pass. It all starts with an effective bequest program and a strong major gift program.
Comprehensive Planned Giving Program Development
Fissinger Fundraising can help institutions develop their planned giving program from creation to fruition. When complicated gift opportunities develop, we can bring subject matter experts to the table to assist the organization and the donor prospect. We can help build shared understanding and collective responsibility for making the planned giving program successful.
There are a few simple ways of thinking about building a successful planned giving program:
Long standing modest annual giving donors are great bequest prospects
Recurring donors are great bequest prospects
High net worth individuals keep less than 10% of their assets in cash.
A Planned Giving Assessment Can Help Answer These Questions…
Does our organization have an effective bequest program?
Do we maintain a bequest expectancy file that
Distinguishes between documented bequests and bequest intentions that are less specific?
Allows for ongoing cultivation of these valued friends?
Is used to populate major gift portfolios?
Do we use our database and other tools to proactively identify planned giving prospects?
Is our major gift team equipped to talk about planned giving opportunities?
Can we effectively address complex planned gift opportunities when they arise?
