Marketing

• Who are the potential donors?
  
• How do we reach them?
  
• What gift options do we offer?
  
• How do they let us know?
  
• What do we do then?
  
• How do we explain the gift options?
  
• How do we "close" the gift?
  
• How do we recognize them?
  
• How do we follow-up for future gifts?
  

• Who will be responsible?
  
• How much will the program cost?
  
• How do we develop a gift acceptance policy?
  
• How do we invest the gifts?
  
• How do we pay a lifetime of checks?
  
• How do we integrate planned giving into the entire fund raising program?
  
• How do we measure results?
  

COACHING
All presentations illustrated with color PowerPoint software.

FOR THOSE WISHING AN INTRODUCTION INTO PLANNED GIVING

• What is Planned Giving?
• How Your Organization Can Benefit From Planned Giving
• How Planned Giving Works
• How to Get Your Planned Giving Program Started Right

FOR BOARD MEMBERS, STAFF, VOLUNTEERS
Presenting interactive workshops for your board members, staff and volunteers to help them become comfortable with planned giving concepts

• What is Planned Giving?
• How Your Organization Can Benefit From Planned Giving
• How Planned Giving Works
• How to Get Your Planned Giving Program Started Right
• How You Can Help Make the Planned Giving Program A Success

FOR POTENTIAL DONORS

• Presented in conjunction with locally known estate planning attorney
• Current Developments in Financial/Estate Planning (Attorney)
• Charitable Aspects of Financial/Estate Planing (Barrett)

DONOR CONSULTING
Consultations take place by conference telephone call with Your Donor, Your organization's Staff Member, and Dick Barrett.

HERE'S HOW IT WORKS
The Staff Member addresses questions regarding your organization's programs and plans, while Dick Barrett helps the donor plan the gift that best meets the donor's needs. During the course of the conversation, he models the various gift illustrations under discussion using special Planned Giving computer software. After the conversation, he prepares a printout of the donor's plan and sends it to the staff member to forward to the donor to share with his/her advisor.

ADVANTAGES:


• We can be anywhere by telephone, a saving of staff time and travel money
• Experience has shown that donors are more willing to discuss their financial and estate plans on the telephone, rather than face-to-face.