Planned Giving in a Box

Planned Giving In A Box is a comprehensive toolkit that includes an easy-to-follow step-by-step process, a variety of marketing templates and models, risk-eliminating gift acceptance policies and more. Planned Giving in a Box breaks down the process into three easy-to-manage modules: Marketing & Outreach, Back Office Operations, and Building Donor Relationships. Each module is available as a stand-alone product, or purchased at a substantial discount as a bundle.

Description

Product Features:
  • Everything you need to create, launch and nuture a successful planned giving campaign.
  • A donor-centered, step-by-step, month-by-month, implementation plan.
  • Solicitation card and letter templates for direct mail, brocures and newsletters.
  • Columns and articles you can post and share to boost organization content on sites, blogs and social networks.
  • Continuous improvement knowledge transfer: not just ""how-to,"" but also ""why-to.
  • "" Unmatched ROI ensures staff and board support of your new planned giving program.
Product Purpose: Planned Giving In A Box is a simple way to launch and maintain a successful planned giving program in as little as one hour a week. PlannedGiving.com offers all three modules plus associated content documents, samples and forms as a comprehensive hardcopy
Product Attributes: Free Trial: NA Tech Expert: Credit Card Required: NA Avg Installation Time: Not Defined Training: No Training Offered Free Version:

Additional information