Gift Planning Assessments

Gift Planning Assessments

Planned giving is increasingly crucial for many nonprofit development teams. Our fundraising experts, with deep expertise and access to a dedicated Gift Planning Team, guide our partners in enhancing their planned giving strategies

Our gift planning assessments evaluate:

  • Donor demographics
  • Giving histories, preferences, capacities, and interests
  • Peer comparisons
  • Trends in giving and related major gift officer activities
  • Under-engaged or “new” prospects
  • Staff and volunteer needs
  • Partnership opportunities

We help your organization leverage this essential fundraising avenue to its fullest potential.