FEASIBILITY STUDIES OR AUDIT, a complete survey of clients’
development program to evaluate readiness for a charitable estate and
program. Includes interviews and input from leadership, volunteers and
staff. A written action plan is presented to staff and leadership.
LEADERSHIP PRESENTATIONS, a 1-3 hour mini-seminar on the need
for a comprehensive, market-oriented charitable estate planning program
and the financial benefits for both the charity and the donor. Recommended
for leadership awareness and personal commitment to long range successful
fund development. Special topic presentations available on request.
Special services tailored to client needs in organizing an effective
professional network of financial advisors to work for client in obtaining
donor gift arrangements.
PLANNED GIVING NEWSLETTER AND BROCHURE PREPARATION AND PRODUCTION. Designed
to define the communication and promotion needs of target audiences, selection
or preparation of written material to communicate program and guidance
on the production and personalization necessary to receive
AND SEMINARS for development staff, volunteers and administration.
A one-half or whole day educational session on the necessary steps to
take in initiating and managing a comprehensive planned giving program.
CONSULTATION AGREEMENT--TELEPHONE. Designed to enable the director
of development and/or other development staff to successfully initiate
and manage a comprehensive program with the limitations of time and budget
by discussing planned giving situations with an experienced professional
and deciding upon the proper and correct procedures to advance the gift
situation. (see Agreements)
CONSULTATION AGREEMENT--ON SITE. A retained fee arrangement designed
to initiate and manage a charitable estate planning/planned gift
programs. Services include: 1. best approach to donors, 2. donor proposals,
3. financial advisor network development, 4. financial advisor proposal
development, 5. selection and building of volunteer committees, 6. promotional
plans, 7. promotional support material, and 8. technical advice. (see