Planned Giving Audit & Strategy

Are you lacking the time or resources to invest in planned giving?

Do you want to expand the types and sizes of gifts you can accept?

Do you have good numbers, but no strategy for increasing them?

Does your program need a refresh with an outsider’s perspective?

Does your team lack cohesion, education, or a clear vision for the future?

If you answered yes to any of those questions, it’s a great time for an audit!

Two Strategic Planning Sessions Plus Materials​:
  • An audit of your planned giving efforts and market positioning
  • A “roadmap” of action items to take your fundraising to the next level
  • Strategies to inspire and unite your team
  • Suggested partnerships and resources to consider


We’ll take a comprehensive look at your organization’s position including things like long-range fundraising strategies and donor retention. We’ll identify the low-hanging fruit of short-term improvements you can make to begin moving the needle on strategic and long-term giving.


Once we have an understanding of where your organization is at, we’ll start dreaming of the future. Through a series of questions, we’ll talk through what is possible for your organization and cast a compelling and realistic vision of where you could go next. 


We’ll create a “roadmap” of tangible ways to improve your planned giving program. You’ll know exactly why we suggest what we do and have bite-sized steps for making change happen. 

Ready to get started?

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