At Ambassador Advisors, we understand planned giving, and, more importantly, how to inspire planned giving among your donors! Here are some of the key tactical components to being successful at engaging your donors to consider planned giving.
First, find your strengths & weaknesses and benchmark your organization against others via our Planned Giving Scorecard. Next, market planned giving opportunities that are available to donors both now and in the future. Ambassador Advisors has a comprehensive marketing partnership program that makes professional planned giving print & multimedia communication tools available to our nonprofit clients.
Another important tactical step to consider creating and properly managing is a Charitable Gift Annuity. Additionally, you’ll want to educate your donors and board members to ensure that your leadership and friends are benefitting personally from their wise planned giving decisions.
For those organizations who want to consider investing even deeper in their planned giving program, please consider our Strategic Support Offerings.