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.