Planned Giving Consulting
The Moran Company offers monthly consulting services which provide the necessary expertise and help you maintain focus on planned gift fundraising. Consulting sessions will focus on the following areas:
- Qualify planned gift prospects
- One-on-one calls
- Solicitations
- Establish a goal for planned gifts
- Develop a Heritage Society
- Targeted planned gift mailings and e-mails
- Integration of planned giving into existing publications
- Provide seminars and/or Board training
- Maximize use of organization’s web site
Planned Giving Audit
Through a Planned Giving Audit, The Moran Company can provide a three-year action plan to put your planned giving program in motion. A Planned Giving Audit will review your planned giving efforts against "benchmarks" for successful programs, and based on these results, will develop a three-year plan customized for your organization’s needs. Components of the audit are:
- Evaluate your present fundraising activities.
- Review benchmarks for successful planned gift programs.
- Provide a three-year written action plan for planned giving fundraising.
Staff Training
William Moran is a seasoned veteran in providing training and workshops for nonprofit organizations. As a planned giving expert and an attorney, Moran offers specialized training for your staff on the following topics:
- Planned Gift Techniques.
- How to Make a Planned Gift Solicitation.
- How to Market Planned Gifts.
- Board Involvement in Fundraising.
|
