Why You Need It

This is the page you'll need to convince your boss! Considering that only 5% of this nation's wealth is in hard-to-get cash and 95% is in easy-to-get assets, the time for planned giving is now.

10 Reasons You Need
Planned Gifts:

  1. If you're not asking your prospects for planned gifts, someone else is.
  2. Eventually that “someone else” will steal your cash gifts, too.
  3. Cash-starved times are best times for planned giving.
  4. Those who even dabble in planned giving eventually earn 50% to 100% more than those who don't!
  5. A typical planned gift is 200 to 300 times the size of a donor's largest annual gift.
  6. Planned gifts do not affect prospects' cash flow.
  7. Prospects are eager to make a planned gift, but simply don't know how.
  8. Prospects making gifts through their wills typically double the amount of their annual support.
  9. Anyone can make a planned gift.
  10. It's easy and it works.

10 Reasons You Need
Planned Giving in a Box:

  1. A successful planned giving program – in as little as one hour a week for 52 weeks.
  2. The step-by-step process is so easy, your administrative assistant or even an intern could do it.
  3. Templates, samples, and model documents are provided for every step.
  4. Ready-to-go gift acceptance policies reduce risk and minimize liability.
  5. Planned Giving in a Box is the easiest way to strengthen your planned giving program, or start a new one from scratch.
  6. By focusing on gifts anyone can make, the product positions your organization to pursue 85% of all planned gifts.
  7. Proven industry best practices mean you don't have to re-invent the wheel.
  8. Unmatched ROI ensures staff and board support of your new planned giving program.
  9. Planned Giving in a Box results impress your boss and keep her happy.
  10. It's easy and it works.
What's in the box How to get the box PDF Brochure Convince Your Boss