PG Coach's Planned Giving Readiness Evaluation

Planned Gift Readiness Evaluation

Before we start work on building your new planned giving program, we conduct a thorough Planned Giving Readiness Evaluation. This allows us to identify and fix any organizational weaknesses that could hinder your new planned giving program.

Our Planned Gift
Development System

Planned Giving
Program Audit

Planned Gift
Marketing Plan

Planned Giving
Operations Manual

Charitable Gift
Annuity Programs

Coaching Services

Technical Services

Our Readiness Evaluation is based on our unique set of Eight Critical Factors for Success in Planned Giving. We look at each of these to make sure your organization will have a firm footing for success in planned gift development:

Mission, Goals and Case for Support
Board Leadership and Involvement
Donor Base and Potential for Planned Gifts
Fund Raising Activities and Systems
Managerial Support
Staff Resources
Budgetary Resources
Public Relations and Image in the Community

Your Planned Giving Readiness Evaluation also includes detailed recommendations for the best way for your organization to proceed with a new planned giving program.

Contact us today to schedule your Planned Giving Readiness Evaluation.