Organizations with active planned giving programs often call upon us to analyze and evaluate their programs – reviewing policies and procedures, identifying strengths and weaknesses, examining marketing materials, improving donor prospecting techniques, streamlining the proposal preparation process, and much more.

Risk analysis
Risk analysis is the process of evaluating the health of your program, and in particular, identifying problem gifts. It’s not uncommon for us to spend considerable time doing risk evaluations for organizations for the purpose of answering the question: “To what extent are our gifts likely to result in positive remainders for our charity?” By helping you address problem gifts, we can reduce your overall risk. What’s more, the analysis we do provides information to help you avoid problems in the future.

Benchmarking
We have enough experience with all kinds of planned giving programs that we can provide you accurate benchmarks by which to judge the effectiveness of your program. We’ll evaluate your performance against both peers of your size in your industry and your own potential given your unique set of circumstances.

Program assessments
Increase the effectiveness of your existing program to enable it to reach its full potential. Our program assessments focus on internal operations, outbound marketing efforts, and interaction with donors. Regardless of the size of your program or how long it’s been underway, our experts will help you fine tune it for the best results.

Program audits
The stability of a planned giving or gift annuity program can be greatly enhanced when strengths and weaknesses are identified. We provide program audits that will evaluate programs already underway, thereby enabling you to minimize risks, increase effectiveness, and maximize benefits.

Enable your staff
An educated staff will be better able to meet the needs of your programs. Enable your staff by helping them learn the latest in planned giving, which they in turn can bring back to your organization. We offer a variety of different courses, seminars, and online webinars that meet the growing needs of planned giving staff.

Administration staff support
We can provide behind-the-scenes assistance with staff functions, typically in the treasurer’s area. We can also expand your capabilities by delivering ongoing support in areas where you may not have dedicated planned giving personnel.