The "Plan" in Planned Giving...a Long and Short Three-Year Action Plan

This session profiles a three-year plan of action for charity to engage in proactive, ongoing, sustained planned giving fundraising. Many charities want to commit to such fundraising but do not know how to start and sustain the effort. Key initial steps like board visioning and internal aspects will be covered, as will identification, education and marketing to prospect groups, and stewardship and recognition. Policies and practitioner education are addressed, as well as collaboration between charities to educate and motivate shared prospect and advisor populations. A plan for a well-staffed office and an abbreviated form for the smaller shop will be presented.