Gift Planning Services
Studies estimate that over the next thirty years charities will receive between $6 and $25 trillion in donations from the charitable estate plans of donors. The consultants at Constellation Advancement know that overwhelmingly the charities that will benefit most will be those with donor centric gift planning programs that ask for estate gifts.
Gift planning should make up 25-40% of your individual giving revenue. To many it feels like a complicated area, but there are many resources that can support your efforts. Your gift planning revenue should come from beneficiary designations on wills, retirement plans, life insurance and even distributions of IRAs and gifts made from business interests. Donor- centric gift planning is a must for charities that want to maximize revenue. On our team Brian Sagrestano, JD, CFRE, literally wrote the book(s) on gift planning.
We can sharpen your gift planning program, help with complex prospect situations, and even help you launch a state of the art gift planning campaign.
- Building a gift planning program with Planned Giving Essentials and Planned Giving in in a Box®
- Assisting with prospect meetings and liaison with tax and legal professionals
- Evaluating programs, training staff and creating gift planning campaigns which can stand alone or blend into your campaign effort