A great gift planner will:

1. Honor Donor Confidences.  Making a gift out of estate assets may touch sensitive concerns regarding personal wealth and family expectations for some donors.  A great gift planner recognizes this and is sensitive to a donor’s concerns.
2. Provide Information.  The gift planner should be knowledgeable about various gift vehicles and opportunities that best match a donor’s goals and desires.
3. Meet With Advisors.  Sometimes a gift plan can be confusing and difficult to explain.  A great gift planner is able to discuss the plan in detail with a donor’s advisors so they have a good grasp of what the donor desires.
4. Coordinate the Gift Plan.  A great gift planner is good at fitting all the puzzle pieces together.  She will help orchestrate the gift process with a checklist of steps and will move the process along so that the donor’s gift giving experience is stress free and enjoyable.
5. Provide Ongoing Contact.  Once a donor has made a gift, a great gift planner will maintain contact with the donor to ensure that the donor remains connected with the organization throughout the donor’s gift giving cycle.

To request a brochure on our planned giving services call 1-888-206-0066.