Planned Giving Program Development

The truly successful fundraising programs are those which have adopted a robust and versatile approach to raising gifts – both current and deferred in nature.  Byrne Pelofsky will conduct a thorough review of previous planned giving efforts by your organization: determine which approaches were most successful, assist in evaluating Board commitment and staffing and review and prioritize the donor base for Planned Giving opportunities to position your organization to institutionalize and grow its planned giving efforts.