PLANNED GIVING/BEQUEST PROMOTION
Planned giving holds attractive benefits for donors and exciting possibilities for their charitable interests, yet it is becoming an increasingly competitive area among nonprofit organizations vying for donor attention. Nonprofits need to distinguish themselves from other charities with the right combination of communication and cultivation to achieve substantial planned gifts and maximize their impact for both themselves and donors.

With their decades of experience in fund-raising, Conway Company senior consultants have the background, knowledge and communications expertise to help clients realize the potential a planning giving program offers their institution. They understand the complexities of planned giving options and can guide clients through establishing a planned giving program or assist them in strengthening an existing one.

Counsel includes a thorough analysis of the organization’s needs and detailed recommendations for creating or enhancing a planned giving program. This includes assistance with promoting planned giving options to donors, counsel on building the relationships necessary to achieve planned gifts, and guidance on the legal, organizational and stewardship aspects of planned giving.

Instrumental to the success of promoting and securing planned gifts is clearly communicating the options, benefits and importance of this fund-raising strategy to donors. Conway consultants realize that donors who are prudent with their own financial resources expect the same fiscal responsibility from the charities they support. Consultants can advise clients on how best to communicate fiscal prudence and stewardship to planned giving prospects and assist them in developing and implementing an appropriate communications strategy. In addition, with longer life expectancies and an increase in blended families, consultants can advise and strategize on the multi-generational decision-making which is becoming increasingly common among donors.

Conway Company offers clients expert counsel, the use of proven fund-raising strategies and an extensive knowledge of the regional philanthropic climate to maximize each organization’s potential through customized fund-raising solutions.