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Assess program strengths that should remain


Identify needs; develop and implement plans


Interview each board member in person


     obtain their assessment of existing program
     ask for new ideas
     build support
     identify qualified prospects
     secure gift commitments
     obtain names of others to approach


Draft board resolution on expansion and assist staff in its passage


Recruit and train volunteers to form or expand a planned giving committee


Craft all marketing materials (except web site content longer than one page)


Draft all correspondence to build a response template index


Work with you to fine tune stewardship to planned givers


Design and implement an annual plan to chart all details and track progress


Set up and help implement a system for gift and estate administration



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