Planned Giving in a Box
Module II: Back Office Operations
WHAT IT’S FOR
Back Office Operations (Module II of Planned Giving in a Box) features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program. We’ll show you how to determine if your mission is appropriate for long-term support; illustrate how endowments advance your mission; engage your board and senior leadership to ensure their investment in your planned giving program, and much more.
WHO IT’S FOR
Back Office Operations is perfect for the shop that wants to start a new planned giving program, or for updating an existing planned giving program to raise planned gifts more efficiently and more effectively.
How Ready Are You for Planned Giving?
Take the test and then come back to this page.
WHAT’S IN IT
- Evaluate Your Mission
- Get Your Board on Board
- Create Your Program’s Infrastructure
- Count and Value Gifts
- Create Gift Acceptance Policies
- And much more!
(Back Office Operations)
The Estate Planning Toolkit and Gift Vehicle “Sell Sheets” are now included with The Box
"... great training tool for any shop welcoming a junior planned giving officer to the team! It's training in a box!"
Michael Kateman, Columbia College
More than 4000 sold. The insiders’ guide to what planned gifts can do for your donors and for your organization.
Slip this handy booklet into your pocket before your next round of prospect calls. It’s not another ways-of-giving brochure — it’s a “why’s of giving” that helps you better understand the upside and downside of different giving options for both you and your prospects. Use the guide to gain more satisfied donors and better financial results for your non-profit.
- Educate Your Team
- Jumpstart Your Career
- Inspire Bigger Gifts
This is the overly-simplified version of our Pocket Guide for Beginners and Staff. Want your program to grow? Begin with this booklet. It is for all the “newbies” in your staff … including administrative assistants.
Looking for something to inform your board members, volunteers, and philanthropists about planned gifts in clear, non-technical language? Here it is: our new Pocket Guide for Board Members, Volunteers, and Philanthropists.
We developed it specially to communicate what’s important about planned giving to non-experts in plain, conversational English. No mumbo-jumbo. No technicalities. No legalese. It’s the most user-friendly planned giving booklet you will find anywhere, and it’s a great conversation-starter
What’s more, you can have this edition of our Pocket Guide completely customized for your organization with your logo and organization name on each page, plus your contact information.