Realistic Planning Goals to Start Then Sustain Proactive Gift Planning

There are concrete steps every charity of any size can take, immediately, to integrate gift planning into its development menu, and to introduce and market simpler gift plans to many of its donors and prospects. This session will provide a list of realistic goals and action steps both practical and doable, most cost-free and without administrative duties, for a nonprofit’s Board and staff to use in establishing then sustaining proactive gift planning.