Strengthening

Putting the Pieces Together

Now that you have taken the first steps to launching your planned giving program, you are ready to strengthen stakeholders’ commitment to the future. Take a look at the strategies below to help you build upon the foundation of your planned giving program.

Check in with Your Regional Gift Planner

At this stage, your regional gift planner can work with you to review your current planned giving program, identify areas for growth, and help you stay on track to achieving your goals. Your gift planner can also walk you through the action steps below and provide additional guidance as needed.

Your Action Steps

  1. Recruit leaders with planned giving expertise.
  2. Review and revise your gift acceptance policy.
  3. Create a donor recognition society.
  4. Promote and grow your endowment.
  5. Nurture and build relationships.