PLANNED GIVING READINESS ASSESSMENT

Planned giving isn’t a fundraising trend—it’s a strategic commitment that demands clarity, vision, and the right partnership. This Readiness Assessment isn’t just for our benefit—it’s a powerful tool to help you evaluate where your organization stands today and what’s required to move forward with confidence.

By completing this form, you’ll gain more than insight—you’ll uncover blind spots, identify strategic opportunities, and get a clearer picture of how to build a sustainable, revenue-generating program. And if we’re a good fit, we’ll bring the tools, expertise, and guidance to help you lead the effort with confidence—strengthening both your organization’s future and your own leadership trajectory.