The purpose of this 1-2 day on-site consultation is to help a small to medium-size non-profit understand the principles of planned giving and lay the foundation for an on-going, and effective planned gift program.

Key elements of the on-site consultation include:

• The Case for Planned Giving Basic Policies and Procedures
• Types of Planned Gift Instruments
• Starting an Endowment Campaign
• Donor Motivations
• Identifying Your Planned Gift Prospects
• Asking for the Gift

This on-site consultation is designed specifically for the small to
medium-size non-profit seeking to build or grow their planned gift program.
A more advanced on-site consultation is also available for non-profits with
well-established planned gift programs.