Make sure your donors are informed about the opportunity to give securities.
Ensure that you know what is necessary for your donors and your staff to feel great about stock gifts.
Set up the policies procedures that make it easy for donors to give stock.
Elevate or launch your station’s planned giving program by identifying, receiving, administering, and stewarding gifts from donors who wish to make a significant impact.
Show gratitude, demonstrate impact, and ensure legal compliance for every intended or delivered planned gift.
Sample scripts and audio to market your planned giving program.
Find out the best frequency and timing for your planned giving marketing efforts.
Learn how to gain buy-in from leadership, plan staffing, and measure the success of your program.
How to discover the donors who wish to have an impact on your organization as part of their legacy.