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, in coordination with its Strategic Partner in planned giving, Green Oak Consulting Group, 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.

From this analysis and planning, we can then move forward steadily in gift actualization, the process of working with your donors to establish meaningful and satisfying gifts that benefit them and your organization.

Our team is skilled in all aspects of planned gift development and can work with your donors and their advisors on bequests, gifts through 401(k)s and IRAs, Qualified Charitable Distributions, Charitable Gift Annuities, Life Insurance and Charitable Remainder Trusts as well as other gift vehicles.

Moreover, we can conduct comprehensive audits of your gift administration process and risk exposure. This helps to protect Board liability and improves stewardship.