Comprehensive planned giving services
tailored to your organization’s needs

Marquis Partners comprehensive programs and services are economically priced and scaled to match the unique needs of your organization.

We offer the strategic planning and consulting you need to launch—or re-launch—a planned giving program. If your program is ongoing and you need interim assistance, we're there to help. We'll work hand-in-hand with your development staff or manage the entire process for you, including production of communication materials and personal cultivation of donors. Our services include:

• Strategic planning for a new, expanded or revitalized planned giving program
• Hands-on help with program implementation
• Targeted marketing and communications
• Identification of top planned-gift-ready prospects
• Establishment of legacy/recognition societies
• Education of board and staff on planned gift options
• Recruitment and training of volunteers to assist in planned giving initiatives
• Direct work with donors on their gift plans
• Development of gift acceptance policies and endowment funds
• Set-up of charitable gift annuity and charitable remainder trust programs
• Stewardship of donors who have made planned gift commitments
• Guidance in receipting/processing realized planned gifts

Our mission is to help you initiate a strategic planned giving program to ensure the long term funding of your mission. Call Marquis Partners today to find out more. We look forward to sharing our expertise and getting you started. Now.