It’s a fundraising truism: meeting your goals relies heavily on major and planned giving support from top donors. Today’s major givers have changed. They are more strategic and discerning with their investments, so establishing effective strategies and tactics to work with these donors is crucial.
JGA will partner with you to create a plan to accelerate major, planned, and leadership giving, rooted in your organization’s history, mission, and culture. The plan can be focused on one or more of these areas, helping you launch a new outreach program, or accelerate your existing engagement of big givers.
Key questions we will consider include:
Our goal is to provide you a clear roadmap to thoughtfully cultivate your key donors, keeping your efforts organized, focused, and moving forward.
It can be easy for planned giving to take a back seat to other fundraising priorities. Planned giving outreach is especially important now, amidst a historic wealth transfer and many donors are reaching retirement age and thinking about their legacy.
Our planned giving tune-up will help you evaluate what you’re doing now and find practical ways to strengthen your program, making it a more effective part of your overall fundraising.
The tune-up pairs you with an experienced and knowledgeable planned giving consultant, who will help you review your messaging, communications, gift acceptance policies, and outreach strategy to make planned giving an integrated, natural part of your fundraising plan. This includes exploring strategic giving options across estate, charitable annuities, retirement account distributions, and other methods that are growing in popularity with donors.
