Planned Giving in a Box
Module II: Back Office Operations
GETTING YOUR HOUSE IN ORDER
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 success; illustrate how endowments advance your mission; engage your board and senior leadership to ensure their investment in your planned giving program; develop planned giving best practices; 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