Planned Giving Program

A Planned Giving Program is about building relationships and helping loyal supporters accomplish their dreams and wishes.

Patience is the key to a successful planned giving program.

Many organizations that work the plan, maintain discipline, and continue to be patient have been successful.

The Online Planned Giving Program

This ONLINE Planned Giving Program is designed to guide and support nonprofit organizations to revive, enhance, or begin building strong planned giving programs that will ultimately provide stable, current, and long-term support for their critical work in the community.

SIX –WORKSHOP TRAINING WEBINAR SESSIONS

The sessions focus on three significant areas: external relationships (development and marketing), internal systems / organizational structure, and leadership.

SIX – INDIVIDUALIZED COACHING WEBINAR SESSIONS

The most effective way to implement lessons after a workshop is to provide follow-up and technical assistance through coaching customized for your organization. Coaching sessions are held between workshops

TWELVE – BI-MONTHLY WEBINAR SESSIONS TO SHARE SUCCESSES AND CHALLENGES

Sharing successes and challenges allow you to hear what others are experiencing, and ask questions through live online sessions offered twice each month.

DAILY SUPPORT!

This online program includes training sessions, coaching sessions, peer groups sessions, and program materials. Each organization is welcome to invite as many staff as possible, board, and committee members who may benefit from joining us. For more information contact us.

Onsite Planned Giving Program

There are four necessary components to develop a successful planned giving program.
These components are:

A commitment to a long-term process,
Identifying a successful program plan,
The discipline in implementing the program, and
The knowledge of planned gift vehicles.

Endowment Horizons provides hands-on leadership (as your planned giving program specialist), involvement, and direction for a successful planned giving program. Our work includes working directly onsite, on a prescheduled basis, with staff and volunteer leadership to fully implement and carry our all phases of the planned giving program; providing educational oppportunities for your loyal supporters to learn more about planned giving; and assist with planned giving marketing efforts across all media as appropriate.

Over the past thirty five plus years, Endowment Horizons, Inc. has had the pleasure of working with numerous organizations throughout the United States and Canada. We have utilized a proven plan of action to develop significant planned gifts giving to Endowment Funds and current needs. Because of these efforts, we have had the pleasure of seeing families make plans to give well over $5.5 Billion to their favorite charities.As we work with organizations, we fully implement a process approach. This approach is not a solicitation, but is a program of planned gift development. There is a big difference and it equates to success. It is an approach which moves us from a $10,000 gift to a $1,000,000 gift or more!

Customize your Planned Giving Program NOW!

Endowment Horizons can develop a

hybrid Online/Onsite Planned Giving Program

to help you meet your fund development needs