You’re convinced that it’s time to get going on a planned giving program, but you’re wondering if you’re quite ready. Are there missing pieces that have to be in place before you launch? What are we overlooking? Can our staff handle this? Is our software adequate? Are there legal issues? Do you need a review or audit of your current planned giving marketing tactics, stewardship and recognition program or planned giving prospects pipeline?
PGgrowth is here to help. We know the questions to ask, and we can find the answers for you. We can understake a full audit of your entire program or a targetted review of specific aspects of your organization's planned giving capacity.
We’ll review your policies and procedures as they may impact planned giving, and make suggestions to bring them up to date and fill the important gaps. We’ll review your data collection procedures, systems and software, and then look at how you are retaining, storing, and maintaining the data. Your data coding and segmentation will have a massive impact on the success of your programs, so we’ll examine them carefully.
We’ll review all of your marketing materials — newsletters, booklets, brochures, thank you letters and annual reports and recommend how all of these various pieces can be melded in a powerful synergistic system of multiple-contact planned giving marketing. Then we’ll look at the timing and content of your current marketing programs, and recommend how best to build in your planned giving program into the fundraising mix.
Many organizations don't use their web site effectively to support their planned giving efforts. We’ll take a hard look at the planned giving content of your web site, and point out all the simple, and a few more sophisticated, ways to use it to strengthen your program.
PGgrowth staff are experienced planned giving professionals who know what they’re doing because they have built dozens of programs from scratch before. Our years of experience can give you the peace of mind that comes from knowing that your planned giving program is the best it can be.