We take a “Rubik’s Cube” approach…with a few turns, there are ways to release tremendous, multiplied impacts for both charities and donors.
We work with you to…
- Develop a case statement
- Optimize current planned giving materials
- Create/update gift acceptance and investment policies
- Educate board / leadership / advocates on planned giving options
- Draft donor map that connects to your case statement
- Deliver tailored outreach strategies
- Assist with individualized donor meetings to explore gift optimization strategies
