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Donor Identification,
Prospect Review,
Cultivation Strategies,
Marketing,
Donor Recognition,
Planned Gift Illustrations
PLANNED
GIVING SERVICES are structured according to your organization's mission,
vision, fund-raising history, Case for Support, time constraints and budget.
Recognition of unique donor, staff, board and volunteer demographics enable
Resource Development's experienced staff to produce a meaningful, workable
blueprint for future success, and to guide and support its execution. Services
include:
-
Assessment
of readiness, including organization infrastructure, education/orientation
requirements of staff and volunteers, and potential for success.
-
Positioning
study to determine appropriate objectives, structure, and marketing
approaches.
-
Development
of a plan, including strategies, methods, time lines and assignment of
responsibilities.
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Guidance
for implementation of the plan, including:
-
development
of materials and orientation/training for trustees, committee-chairs
and volunteers;
-
establishing
policies and procedures;
-
preparation
of Case for Support of Endowment;
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cultivation
and marketing activities;
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development/production
of marketing materials.
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Estate
planning counsel, provided by experienced attorneys and/or financial
planners and retained by donors.
If, after initial assessment(s),
Resource
Development determines your organization is not fully ready to launch
and support a planned giving program or that potential for success is limited,
staff will develop a report of strategies and benchmarks to guide staff and
volunteers toward preparedness for a successful planned giving effort.
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