Launch Your 2-Year Action Plan

Transforming the gift planning culture of your organization begins with transforming the individuals within it. And that takes time, patience, and commitment. A two-year Gift Planning Strategy Plan will guide your efforts and allow you to measure your success.

The plan will:

  • Establish strategic and tactical objectives
  • Set appropriate expectations
  • Define roles and responsibilities
  • Detail all action steps

Your plan will help you find the millionaires in your midst. And it will use donor-centric communications to inform, inspire, and motivate your donors and prospects. Your board members, fundraisers, and volunteers will have a common purpose, direction, and message. You will discover the power of gift planning as a resource to sustain your organization’s mission today and long into the future.