Our Consulting Services - What PlanGiv Can Do for You: 

Assist in starting a new planned giving program (for the organization new to promoting planned gifts) -- Services include step-by-step guidance in evaluating donor potential; securing board approval; developing policies and program budgets; designing processes for managing donor relationships and the gifts that result, as well as accounting for them and reporting about them; marketing planned gifts; recognizing planned gift donors; and recruiting and training staff. 

Provide ongoing support to a planned giving program (for the organization without a planned giving specialist on staff, but with a constituency that includes prospects for planned gifts) -- Services include assisting staff; meeting with prospects and donors; preparing proposals; facilitating gifts; plus other activities as needed. 

Conduct an audit of an existing planned giving program (for the institution wishing to evaluate and improve the effectiveness of its planned giving efforts) -- Services include reviewing relevant records and interviewing key participants; examining the feasibility of offering donors new ways to make gifts; and suggesting revisions to marketing plans or administrative procedures. 

Offer guidance in the completion of particular gifts (for the institution or individual donor seeking help with specific situations) -- Services include gathering pertinent background data; assessing available options; designing and illustrating gift plans; and working together with all parties and their advisors to insure that gifts are properly completed. 

For a summary of our fees and of the various methods for engaging us, visit our Professional Fee Options page.