Operations and Stewardship

Back Office Planned Giving Toolkit

$4,995

Over $34,000 content

Everything you need to systematically formalize your program and build donor relationships.

Loaded with tips and tricks; step-by-step instructions; professional advice; customizable forms; marketing materials; artwork templates, thank you letters and much more.

Provides clarity and purpose to strengthen relationships and outcomes.

Over 30 MS Word Documents and templates
Ultimate Quick Reference Planned Giving Pocket Guide (3 copies)
Pocket Guide for Board (10 copies)
Pocket Guide for Major Gifts Officers
One Year Free Subscription to Giving Tomorrow Magazine

Operations Component

The Back Office Operations component 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.

Stewardship Component

The Stewardship component includes everything you need to systematically build donor relationships, including tools, tips and templates.

Create a Planned Giving Prospect List
Understand Basic Planned Giving Tools
Identify Events That Prompt Opportunities
Single Out Key Planned Giving Prospects
Understand Generational Cohorts
Develop A Prospect Profile
Approach The Qualified Prospect
Start The Conversation
Steward Your Donors
Build Your Career In Gift Planning

FORMS / INSTRUCTIONS

Everything you need to start and maintain planned giving operations, including instructions and tips to:

Evaluate Your Mission
Readiness Questionnaire
Planned Giving Committee Memorandum
Planned Giving Activity Tracker
Sample Internal Case
Internal Case Template
Planned Giving Leadership Questionnaire
Get Your Board on Board
Create Your Program’s Infrastructure
Count and Value Gifts
Gift Counting and Recognition Policy Summary
Create Gift Acceptance Policies (Template Included)
Binding Gift Agreement Template
Non Binding Statement of Intent Template
Binding Estate Gift Agreement Template
Estate Administration Procedures Template
Estate Administration Template Documents
Typical Gift Annuity Illustration (plug in your numbers)
Current Model Standards of Practice
Planned Giving Operating Plan Template
Planned Giving Operational Timeline Template
Planned Giving Activity Tracking Evaluation Report
Developing a Name, Brand and Story
Identifying Prospects
Creating Wills, Retirement Plans, Life Insurance Designations
Understanding Generational Cohorts
Significant Events and Life Transitions
Approaching the Qualified Prospect (Step-by-Step)
Making the Ask
Developing A Legacy Society
Holding and Managing Events
What to Distribute at Events
Determining Membership Criteria And Benefits
And Much More!

TEMPLATES/GUIDES

Ways-of-Giving brochure
Bequest Brochure
75 Social Media Posts
Bequest Postcard
8 Newsletter Filler Articles
Trusts 101 Brochure
Gift Plan “Sell Sheets” with Diagrams
IRA Rollover Toolkit

Legacy Giving in a Box

Includes