Reaching fundraising goals is today, more than ever, heavily dependent upon an effective major and planned giving program. To achieve success in the major giving and planned giving arenas requires a significant commitment of time and resources expertly applied.

M.E. Grace provides mentoring and coaching in major and planned giving along with working tools that:

  • Motivate staff
  • Foster accountability
  • Develop cultivation, solicitation and closing skills
  • Develop planned giving knowledge and skills
  • Achieve results

Planned giving, including trust agreements, bequests and annuities, continues to grow in importance and relevance to a comprehensive, balanced program. M. E. Grace will train development staff in the structure and marketing of planned gifts as well as providing a specific plan for implementing a planned giving program.

Comments are closed.