Conducting a Readiness Assessment
To assist the Board of Directors in assessing the organization's readiness to undertake a comprehensive planned giving program. Techniques used in the assessment include a review of past and current fund raising efforts and results, personal interviews with key volunteers and staff, and written surveys.
The written assessment of the organization's readiness to undertake a comprehensive planned giving program, includes identification of strengths and weaknesses and strategies for addressing areas which are perceived as inhibiting the organization's ability to undertake a comprehensive planned giving program.


Development of Policies and Procedures
To assist the governing board and development, financial and legal staff members in understanding the institutional implications of planned giving programs with the goal of developing strategies, and policies and procedures to effectively deal with the institutional responsibilities inherent in such programs. Techniques used include review and discussion of the materials designed by the firm entitled "Institutional Implications of Planned Giving Programs." A Fund Raising Policy Statement, policy on the Types of Planned Gifts Offered, and a policies and procedures manual with board and staff assignment for solicitation and negotiation of planned gifts, review and recommendation on the desirability of accepting offered gifts, acceptance and processing of planned gifts, and management of planned gifts are developed.

Evaluations and Audits of Planned Giving Programs
Review the effectiveness of ongoing planned giving programs
Identify strengths and weaknesses of current programs
Make recommendations for the future, including complexity of the program, budget and staffing requirements

Comprehensive Fund and Campaign Assistance

Fund Raising Program Planning, Development and Implementation
Assessment of current fund raising programs and fund raising potential; and the development and implementation of a fund raising plan complete with program goals and dollar goals and objectives taking into consideration the image and status of the organization in the community, the short-term and long-range direction of the organization and the anticipated commitment to fund raising by the governing board and the administrative leadership of the organization.

Fund Raising Education/Training for Staff
Coordinated as part of the implementation of the fund development plan, fund raising education and training includes the training and teaching of an experienced or totally inexperienced staff in specific fund raising techniques, such as annual giving and major gift campaigns.

Capital Campaign Feasibility Studies
One of the most important aspects of preparation for a capital campaign. A feasibility study will help determine whether the organization can successfully conduct a capital campaign to raise a specific amount of resources, determine campaign leadership, perspective donors and a campaign timetable.

Organization and Direction of Capital Campaigns
Including the development of a campaign plan, budget and time schedule, direction and assistance in the recruitment of campaign leadership, donor prospecting, development and production of campaign materials, direction and assistance to the organization in solicitation, pledge collection and donor recognition.


Other Available Services
Including the organization and implementation of annual and major gift programs; memorial and honor gift programs; and special support group/special event programs.

Charitable Gift Planning and Design
We assist charitable organizations in the solicitation and negotiation of specific planned gifts including review of the personal and financial goals of specific individuals and families to design the most appropriate gift proposal for each individual and family. Services may include all or any of the following: meeting with individuals or families and their advisors, preparing calculations of the tax implications of various gift options, drafting illustrations and proposals, providing sample documents to the donor's advisors or reviewing documents drawn by their advisors. We also assist professional advisors, including attorneys, accountants, financial planners, trust officers and investment managers in the design of charitable gift plans for their clients and the drafting and review of legal documents.

Board and Staff Training, Donor Seminars, Professional Advisor Seminars
To governing boards and staff members, potential donors, or professional advisors, designed to discuss the following topics:

Charitable Giving Methods
Popular Gift Plans Used by Real People
Estate Planning Options for TIAA-CREF Retirement Accounts
Incorporating Charitable Giving in Financial Planning
The Fiduciary Responsibilities of Governing Boards
What Charitable Organizations Must Do Now to Maximize Current and Future Gifts
Conducting a Planned Giving Program
Negotiating with Prospective Donors and Their Advisors
Designing Charitable Gifts
Managing Planned Gifts


Executive and Staff Placement
Assistance to charitable organizations in seeking and placing qualified individuals to serve in professional development staff positions, including annual giving, major giving, planned giving, and supervisory development positions. Board and Staff Training, Donor Seminars, Professional Advisor Seminars To governing boards and staff members, potential donors, or professional advisors, designed to discuss the following topics: · Charitable Giving Methods · Popular Gift Plans Used by Real People · Estate Planning Options for TIAA-CREF Retirement Accounts · Incorporating Charitable Giving in Financial Planning · The Fiduciary Responsibilities of Governing Boards · What Charitable Organizations Must Do Now to Maximize Current and Future Gifts · Conducting a Planned Giving Program · Negotiating with Prospective Donors and Their Advisors · Designing Charitable Gifts · Managing Planned Gifts Executive and Staff Placement Assistance to charitable organizations in seeking and placing qualified individuals to serve in professional development staff positions, including annual giving, major giving, planned giving, and supervisory development positions.