If your existing planned giving program is flatlining, it may be time for a comprehensive review of your organization’s strengths and weaknesses. Sharpe’s Planned Giving Program Assessments are completely scalable and are designed to outline valuable insights to drive your current and future marketing and donor cultivation efforts.
Some of the strategies include:
- Interviewing staff and senior management.
- Comparing the organizational experience with industry norms, paying special attention to realistic income potential that would help determine the appropriate scope of planned gift development efforts.
- Evaluating marketing materials and communication strategies to determine if they are appropriate and effective for donors.
- Analyzing a series of multi-dimensional database reports to determine if gifts and estates are being handled systematically and proactively.
- Studying estate administration and gift acceptance policies and suggesting improvements where appropriate.
- Examining age and demographics of current and deceased members of a donor recognition society to determine effective stewarding practices.
- Reviewing and analyzing an appropriate number of realized bequests to determine important metrics, such as how many other charities are named in estates, whether any appear repeatedly and the ratio of residual to specific bequests.
- Making a projection of reasonable gift planning potential. ■
