1. Our board understands the basics of planned giving, and the importance of a planned giving program.
  2. Our board understands that fundraising in our community is extremely competitive.
  3. Our board believes that donors are more likely to give to "donor centered" nonprofits.
  4. Our board believes that investing in future income, rather than on current income, takes away from mission fulfillment.
  5. We have 2 or 3 board members whom we can call and talk with about a planned giving program.
  6. We can compile data for our board about the impact of major and planned gifts on our organization.
  7. Our chairman will be pleasantly surprised by the data in the report.
  8. Our chairman will support a planned giving initiative.
  9. We can get "starting a planned giving program" on the agenda at a future board meeting.
  10. We can respond to board members' questions about planned giving, as well as follow up with board members over the next 12 months.
See Where You Stand

Calculating Results


Your board needs some serious education about the importance of planned giving, how it contributes to a nonprofit's health, and how it helps you to achieve your mission. Don't worry, we can help — read on for ideas and solutions.

Take the Next Step

You're on the right track.

Your board isn't quite ready to embrace planned giving. However, with a little education about its importance, how it contributes to a nonprofit's health, and how it helps you to achieve your mission, your board will soon be on board to launch an effective planned giving program.

Take the Next Step


Your board has your back! That high score should make you feel good about your future in planned giving.

Take the Next Step