Recruit and Train Your Philanthropic Advisory Council (PAC)
An estimated 25-40% of members serving on executive boards of small to mid-size nonprofits typically work in the financial industry – accountants, lawyers, insurance agents, bankers, financial planners, etc. Many are acquainted with gift planning principles. You can leverage their knowledge and expertise to establish a Philanthropic Advisory Council (PAC). The council will develop philanthropic conversations that can help your donors discover their true financial capacity for giving. Other professionals from your community also may be interested in assisting your organization in this way.
Remember, about 75% of your donor base is likely to be unfamiliar with the concept of planned giving. When effectively organized and trained to help donors understand the purpose and power of planned giving, your PAC can be an incredible “free” gift planning resource.