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BOARD PRESENTATIONS
The first stage of developing a planned giving program involves educating your board, administration, staff and volunteer leadership
regarding the benefits of a planned giving program for your organization.
Ford Thompson Consulting would be pleased to conduct an educational seminar (usually 45 to 90 minutes) for this group covering:
The meaning of planned giving. Why your not-for-profit needs a planned giving program. The relationship of planned giving to endowment growth. The responsibility and role of the Board in planned giving. The responsibility and role of the Chief Executive Officer. The responsibility and role of the Development Director. Written gift acceptance policies and procedures. Budgeting for planned giving. Marketing planned giving.
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