Marketing and Education

A sound planned giving program where relationships are built to help compel donors to move assets (not just cash) to a nonprofit or include the charity in the donor’s legacy plans—this is the way to healthy sustainability. You can ensure longevity of your organizational mission only through careful planning for the years ahead. A comprehensive planned giving marketing and educational program can help you meet your planned giving goals. That’s where Faithward Advisors comes in.

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Our professionals can assist you in the development of a strategic planned giving communications plan for your organization. Our strategies are designed to build conversations and engage in education to inspire a deeper and more meaningful understanding of the benefits of estate giving. Opening up the opportunity for mission-driven giving introduces Christian donors to the blessing of generosity. Our goal is to help your organization and your donors truly thrive and attain long-term financial stability.

Planned Giving Offerings

PLANNED GIVING SCORECARD

■ Comprehensive online survey for organizational directors and staff

■ Report that ascertains board knowledge and focus

■ Benchmark your nonprofit against national Planned Giving Scorecard results

■ Prioritize steps and develop an action plan

CHARITABLE GIFT ANNUITIES

■ Creation, review and implementation of CGA program

■ State-specific tax reporting

■ Strategic analysis of reserve requirements

MARKETING AND EDUCATION PROGRAM

■ Strategic marketing plan review and goal development

■ Creative educational presentations for donors, volunteers, board of directors and staff

■ Marketing program tactics to engage all audiences, including videos, receipt stuffers, newsletter articles, email blasts, brochures, and web content

ASSET MANAGEMENT SERVICES

■ Review and/or creation of investment policy

■ Organizational/individual portfolio review and design

■ Investment management team knowledge and report preparation

■ Estate planning and bequest consultations

ENDOWMENT CAMPAIGN PROGRAM

■ Partner with you and your endowment campaign team

■ Offer professional guidance for endowment growth potential and ways to give appreciated assets

■ Provide a referral for the development of your case for support brochure

■ Investment and management of Endowment funds

EMPLOYEE AND EXECUTIVE BENEFIT CONSULTATION

■ 401(k) and 403(b) retirement plan management

■ Employee education and private consultations

■ Audit to ensure nonprofit ERISA compliance

DONOR EVENT PRESENCE

■ Attendance at donor events

■ Brief, creative planned giving presentation during banquets and events

■ Creative themes, invitations, videos, presentations, and more offered as part of our marketing and education program

DONOR ESTATE AND CHARITABLE PLAN DESIGN

■ Energize key donors to Do More for the nonprofit

■ Customized donor wealth diagnostic report

■ Donor goal achievement plan utilizing state-of-the-art software and planning techniques

■ Reduction of taxation and maximization of charitable giving solidified