Sharpe Planned Giving Program Assessments

planned giving program assessment

Sharpe Group’s planned giving program assessments identify strengths and weaknesses and examine whether past marketing efforts resulted in gifts while benchmarking against national norms and groups with similar types of donors.

Most, if not all, planned giving professionals know what must be accomplished when starting, evaluating or expanding a planned giving program. The challenge is ensuring that an organization has the tools, technologies and knowledge of how to use them in order to successfully navigate their journey.

Many have found that an effective audit is best done by an outside expert with wide experience. Internal staff are often unable to objectively evaluate their current system and procedures and can miss things that may be obvious to an outside professional. Audits are a way of discovering valuable information that can help drive your current and future marketing and donor cultivation efforts.

Sharpe Group Planned Giving Program Assessments provide an accurate picture of the state of your program and create realistic expectations for leadership. When armed with solid facts and key insights informed by an organization’s history and actual experience, strategic decisions become much easier for everyone.

Our consultants have experience reviewing a wide variety of gift planning programs and their results and can determine what is normal, what is excellent and what is problematic.

Our planned giving program assessments answer questions like:

  • Is the activity focused largely on routine bequests or on more complex gift arrangements?
  • Are you evaluating results systematically?
  • Are you using the right language to encourage giving?
  • How many of your expectancies actually result in gifts?
  • Is there an adequate contact management system?

Answers to these and other questions will serve as the basis to provide strategies and tactical recommendations designed to strengthen donor relations and lead to improved results for your development team.

Now may be the perfect time to take a new look at your planned giving program and determine ways you can identify the prospects whose support will provide stability to your organization for years to come. Contact us to learn more about how a Sharpe Group Planned Giving Program Assessment can benefit your organization.

Sharpe Insights Articles About Planned Giving Program Assessments

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Is It Time for a Checkup?

Planned giving program audits are a way of discovering valuable information that can help drive your current and future marketing and donor cultivation efforts. Read More

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Planning the Adventure

Beginning a planned giving program, evaluating a current program or expanding the program goals is much like planning a successful road trip. Are you still on course? Is a detour necessary or required? Is it time to make a mid-course correction relating to donors, staff or communication methods. Read More

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Timing Is Everything: The Planned Giving Program Audit and Review

A program audit will lay out facts and create realistic expectations for leadership. Armed with solid facts based on an organization’s actual experience, strategic decisions become much easier for everyone. Read More