1288 Valley Forge Rd. Building 82
(800) 490-7090

12-Month Marketing Plan & Audit

If you do not have a formal planned giving marketing plan, this all-inclusive audit and report will get you started immediately. It is designed to sustain your program for years to come.

Use this report internally, or with any other planned giving marketing vendor (Pentera, Stelter, etc.). If you use it with PlannedGiving.Com, you will receive a 50% credit towards our services.

Services include:
  • A meeting to assess your current status.
    Evaluation team includes Viken Mikaelian, a marketing expert, and Meredith Sossman, Esq., CFRE, a seasoned fundraiser who has significant experience structuring and raising leadership and planned gifts.
  • A marketing assessment report.
    The report will provide a bullet-point summary of your strengths; your weaknesses; challenges anticipated; opportunities for growth and a detailed explanation of the assessment of your current program. The report will also include action items to improve your program.
  • Recommendations for immediate steps.
    This will enhance your marketing program immediately.
  • A list of all the tools you will need.
    This includes back-office forms, personal illustration forms, legacy society forms, conversation starters, donor relationship forms, etc. This is a list only; the actual forms can be purchased separately.
  • Assessment of other needs.
    Establishing a legacy society? Improving (or beginning) regular board meetings? Developing a social media and internet presence? It’s all there.
  • Setting up a gift acceptance committee.
    An evaluation to determine whether you should have one or not.
  • Marketing to advisors.
    An evaluation to determine whether — and when — you should reach out to advisors.
  • An evaluation of your current marketing content.
    We’ll review all the communications pieces your organization puts out. This includes newsletters, donor appeals, pamphlets, electronic broadcasts, social media and online presence.
  • Plans for going forward.
    A roadmap for the next 3-5 years, as well as long-term planning for your program’s future.


This includes a basic template which you can customize.


Expect a 2 to 3-hour in-depth conversation over the phone with you and your team.
A face-to-face meeting can also be arranged.
For a more in-depth look at what a marketing audit can do for you,
contact us to arrange an appointment.
Download our most recent white paper to share with your team on the
importance of having a planned giving marketing plan and audit in place.

Share with your board:
The importance of planned giving from a financial perspective, and
The importance of planned giving from a strategic perspective.