Planned Giving Program Development

Dreaming of a sustainable future for your nonprofit? My 9 Step Planned Giving Program Development service is here to bring that dream closer to reality. I’m committed to guiding you in establishing a tailored Legacy Society—a community that values and amplifies your mission long into the future. I collaborate with you to create viable bequest programs and devise comprehensive marketing strategies, ensuring that planned gifts become a cornerstone of your financial landscape. 

My structured approach makes it accessible for you and your donors to chalk out meaningful legacy paths, including insurance benefits, appreciated stocks, and more. With a thoughtfully established planned giving program, you’ll see the joy donors experience when offering gifts that resonate with their hearts. Are you ready to provide supporters with this legacy gift opportunity? Let’s work together to secure your organization's future, one inspired gift at a time.