Evaluating Your Board
Is everyone on your nonprofit’s board on board to start a planned giving program?
A board that understands gift planning ensures fundraising success now and in the future. But sometimes, it’s a challenge for board members to look beyond an organization’s day-to-day needs and envision what’s in store farther down the road.
This quick assessment will help determine your organization’s Board Readiness to pursue a planned giving program. Please note, though — this assessment is designed to be completed by you, the fundraiser — not by your board members. It’s a gauge to determine where your board stands based on your dealings with them.
This evaluation, along with your readiness, is critical for long-term sustainability.