Planned giving consulting, from program setup to promotion.
A planned gift can be among the most transformational contributions a nonprofit ever receives, yet few nonprofits are actively pursuing them. You might be surprised to learn that you don’t have to be a CPA or financial planner to develop a planned giving program. Many of your donors want to leave a legacy. That’s why every comprehensive development program should include a planned giving component. The Curtis Group has helped many nonprofits design and implement a planned giving program, and we can assist you with all aspects of setting it up—including how to plan for, implement and promote planned giving with your donor base.