Comprehensive Gift
Planning Services
Total Gift Planning Program Support
Facilitate and celebrate more blended and documented estate gifts.
If your organization is just starting a gift planning program or it has known gaps, then comprehensive gift planning services will ensure that you have the necessary components to achieve the results of a high performing gift planning program.
With Comprehensive Gift Planning Services, you will:All of our services are provided by Heaton Smith’s nationally-recognized team who bring their unique experiences and expertise to work for you as we tailor our services to meet your needs. It is time to stop missing opportunities, and instead, build a more robust gift planning program to support your organization.
Our Comprehensive Gift Planning Program Services Include:
Program Development
- Case Statement
- Infrastructure development
- Marketing strategy
- Policies and procedures
- Gift Agreements
Internal Capacity Building
- Staff training and coaching
- Prospect identification and tracking
- Prospect cultivation
- Gift Planning Guide Desk®
Donor Relations
- Legacy Society protocols
- Stewardship activities
- Donor recognition and stories
Constituent Services
- Board and committee training
- Professional Advisors’ outreach
- Professional Advisors’ continuing education
Once you get the necessary gift planning program components in place, then you will be confident that your organization will share in the multi-trillion-dollar wealth transfer currently underway. Build your capacity. Exceed your goals.
Here’s how it works:
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Request a Consultation
During your consultation, we will work to understand your unique program, review your goals and objectives, and identify gaps and challenges you are currently facing to ensure you get the most effective solutions possible.
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Implement Our Comprehensive Gift Planning Services
Our team of experts will work to support your organization with tailored insights that build your organization and unlock the full potential of your giving program.
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Reach Your Development Goals
We believe that using our proven methods and counsel will help you build a more effective planned giving program to help you secure and develop the best and largest gifts possible.
