Eleven Steps

Most Community Foundations, most charities have no idea how to start then sustain a planned giving program when in fact, there are steps every charity can take, immediately, to integrate planned gift ideas and appeals into overall development and to introduce then educate many/most prospects about gift planning concepts. This session will provide a no-cost-but-time list of eleven steps both practical and doable for CF ("Community Foundation") Boards and staff to become proactive, to set realistic and doable goals in this critical part of fundraising. Both new and existing programs will benefit from this presentation to begin or renew gift planning activity, which also addresses how to use what the Foundation is already doing to include the message of gift planning.