Planned Gift Marketing Plan

  
The PG-COACH develops a customized Planned Gift Marketing Plan for each client organization.  This is a detailed business plan for conducting the planned giving program.
Every plan:
  • Defines qualitative and quantitative goals
  • Defines strategies for reaching those goals
  • Identifies target groups of prospective donors
  • Matches strategies with target groups
  • Prescribes activities for implementing the strategies
  • Forecasts both expenses and revenues
  • Includes a system for monitoring and evaluation
  • Is easily updated and revised, as needed
With a Planned Gift Marketing Plan, management and the Board of Directors know exactly what will done and the expected outcome.  This takes the guess-work out of planned giving and increases the Board's comfort with investing in planned giving.
Contact us about developing a Planned Gift Marketing Plan for your organization.

Subscribe to the PG-COACH's e-mail PG-TIP -- Free --->

 The PG-COACH is a member/affiliate of these professional associations:
     

Copyright 2005, 2006, 2007 Florida Philanthropic Advisors, LLC     For questions or problems concerning this website, please contact: info@pgcoach.org