Planned giving programs tailored
to your charitable organization

How we'll work with you.

A planned giving program should be as unique to your institution as your mission and your donors. While Marquis Partners can provide a turnkey solution for your planned giving needs, there’s nothing “cookie cutter” about it. It’s all tailored to your development goals and the capacity of your staff.

Assessment
We’ll begin with a conversation about your planned giving goals and aspirations - not an expensive audit.  We'll ask about your current fundraising situation. How big is your donor pool? How much information do you have about them? How often, and in what manner, are you communicating with them, and with what success? We'll inquire about the capacity of your development and communication staffs to help roll out a program, and listen to your budget needs. We’ll also review your current print and web communications with an eye toward how we might best incorporate planned giving messages.

Recommendations
Based on our discussion and the answers you provide, Marquis Partners will make recommendations on how to launch an effective planned giving program geared to bring you commitments in the very first year. Those recommendations might include creating interest through a donor story, utilizing an existing communication or creating a new planned giving newsletter to educate constituents about tax favored planned gift options. They might include strategies for identifying likely planned giving prospects among your current donor pool, ideas for a special planned giving appeal, or ways to personally engage your most loyal donors in a meaningful conversation about their long term interests in your program. All of our suggestions will be predicated on the capacity of your staff and specifically designed to integrate well with your total fund development program.

Implementation
Sometimes the biggest impediment to launching a planned giving program is finding the time to implement it. If that’s the case, Marquis Partners can provide you with the program strategy and a communication calendar that your staff can run with when the time is right. Sometimes the challenge is writing a special piece or designing print and web communications in making your appeal to donors. If so, Marquis Partners has talented writers and designers who will create attractive, compelling collateral at a truly economical cost. We’ll meet you and your organization where you are and offer as much or as little assistance as you need.

Timing
You can have an effective planned giving program up and running in a matter of weeks. Call Marquis Partners today to find out more how we can tailor a planned giving program for your organization.