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Secure your organization's future: create a planned giving and endowment program!
Benefits for your organization
- Secure important funds for long-term financial stability.
- Provide unique opportunities for your donors to make a lasting difference.
- Strengthen the culture of philanthropy in your community.
Why create a planned giving and endowment program?
Is your organization looking for ways to ensure its long-term survival while offering your donors meaningful ways to contribute? A planned giving and endowment program enables you to:
- Guarantee your organization’s long-term financial stability and growth.
- Enhance your donors’ generosity with attractive tax benefits.
- Create a lasting impact that will support your mission for future generations.
With our structured approach, we help you build a structured and effective program that meets your objectives and enhances the value of your donors.
They Trust Us
Our Offer
A tailor-made program to secure the future of your cause
With our expertise, we support you in:
- Structuring the program: defining the raison d’être, legal aspects and recruiting a committee.
- Donor solicitation: Development of a strategic plan and personalized support.
- Acknowledging contributions: Implementation of a communications plan to promote the generosity of donors.
- Creation of an endowment fund: Investment of donations to generate recurring, long-term income.
Benefits
Benefits for your organization
- A solid endowment fund, guaranteeing stable income over the long term.
- Strengthened relationships with your donors, based on recognition and commitment.
- A confident, well-equipped team capable of managing the program effectively.
- Enhanced reputation and visibility with your community and partners.
Process
The three key stages of a planned giving and endowment program
Phases
01
Program preparation and structure
- Definition of purpose.
- Recruit a committee.
- Management of legal aspects.
- Identify potential donors.
02
Implementation and solicitation
- Develop solicitation plan.
- Setting up appointments and soliciting donations.
- Personalized support to maximize contributions.
03
Recognition of donations
- Implementation of a communications plan.
- Distribution of a donor recognition program.
Results and Deliverables
What you get
- A structured, personalized planned giving program.
- An endowment fund to guarantee recurring income.
- A strategic and effective solicitation plan.
- A recognition program to build donor loyalty.
- A team trained and ready to manage relationships with your donors.
FAQ
Frequently asked questions
How does an endowment fund work?
Contributions are invested to generate income to finance your long-term projects.
What are the advantages for donors?
Tax benefits and the chance to leave a lasting legacy.
Is this program suitable for all organizations?
Yes, it is designed to ensure financial sustainability and can be adapted to the specific needs of each organization.
What if I don't yet have any interested donors?
We can help you build your donor list with our research service and develop a solicitation strategy even if you’re starting from scratch (link to research service page).
What are the key elements for getting started?
A clear raison d’être, a dedicated committee and a well-defined structure.
How much does it cost to set up a planned giving and endowment program?
Costs vary according to the complexity of the program and the services required. Contact us for a personalized estimate. (link to contact us)
Take action
Ready to secure your organization's future?
With our expertise, build a planned giving and endowment program that ensures financial stability and enhances the value of your donors.