Sharpe Planned Giving Program Assessments

Sharpe Group’s 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 benchmarking them against national norms and groups with similar types of donors.

We’ll answer questions like:

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?
Is your activity focused largely on routine bequests or on more complex gift arrangements?

Learn more about Planned Giving Program Assessments from Sharpe Insights

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

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

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