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How to Get a Planned Gifts Program Up and Running

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Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.

Important topics covered include:

  • Estate gift modeling
  • Advisory councils
  • Testimonials
  • Deferred payments
  • Promoting bequests
  • Planned gift expectancies
  • Cultivating agents of wealth
  • Building prospect lis...