PROGRAM GUIDE

OK, so your ready to get started. Here is our guide to running an effective campaign to start or increase your organizations planned giving. Follow the outline below and we think you'll be pleased at the results your able to generate with our help and support.

Step one
Most organizations have some form of a newsletter. The best and easiest way to kick of the campaign is to let your donors know about the benefits of planned giving and provide them with an easy way to get additional FREE information if they find this to be an area of interest. To do this, click the link to the left labeled Newsletter Articles and copy our turn key pre written articles and insert them in your organizations newsletter over the next several issues. The articles are written to be non intrusive and educational in nature. This is the best way to make people aware of planned giving and introduce them to its many benefits.

Step two
Consistency is key. Not everyone will see the immediate need for planned giving but may find the concept something they will be interested in the future. In marketing, consistency is what works. To add this aspect to the program we developed a few consistency spot ads that can be inserted in your organizations newsletter on a regular basis. In the months when your not running an article in the newsletter on planned giving, come back to the site, click on the link to the left labeled Consistency Spot Ads and choose the version best suited for your newsletter.

Step three
If your organization has a web site, add a link on your different site pages titled Planned Giving or Ways to Give, something to that effect. Then have it link to a page with information on how your supporters can gain valuable benefits for themselves while continuing to support your organization using planned giving. We have designed a web page for you that can be copied and used with your web site. Again, click the link to the left labeled Web Page and copy the information into your new web site page. Your organizations web site now has a Planned Giving section.

Step four
Direct mail, most organizations have written to their supporters asking for continued support. The majority of these letters ask for out right donations. By giving your supporters another way to support your organization using planned gifts, you can help both your supporters with the valuable benefits that planned giving delivers as well as your organization with donations that tend to be much larger than out right cash donations. Click on the link to the left labeled Direct Mail and use our pre written letters as your next mailing or as inserts to a mailing your already planning.

Step five
Cartificate of Recognition, we will provide your organization or your donor
(the donors choice) with a high quality frammed certificate to recognize your donor for their planned gift. These certificates can be used at your organizations location on a "Wall of Recognition". This is a nice gesture on your part for the benefit of the donor and helps to foster other gifts from supporters who see the certificates displayed. These certificates are provided by us FREE of cost to your organization or your donors.

Step six
This step is for religious organizations that provide offering envelopes to their congregation. We have designed envelopes that incorporate a brief reminder of planned giving. After all, these are the envelopes your supporters are already using to give. By using these new envelopes they consistently see a reference to planned giving. As we mentioned earlier, consistency in delivering a message works. The donor may not be ready to take advantage of planned giving today, but when they are, they will have your organization top of mind and an easy source to help you both accomplish your goals.

There you have it, your turn key planned giving program ready to go. Follow the outline and we think that you will see your organizations goals become closer to reality.

As always, we are here to help, contact us by phone or e-mail and one of our Planned Giving Advisors will help guide you through the program.