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21 Steps to a Successful Planned Giving Initiative

The professionals at PGR get the job done right

— and give you time to get your job done!

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Twenty-one Services for a Successful Planned Giving Initiative

Planned Giving Program Design and Implementation

1.  Design Your Planned Giving Program

2.   Formulate Gift Acceptance Policies

3.   Draft tailored Bequest language and Planned Gift application forms including sample documents.

4.   Prepare customized prospect generation materials, including newsletters, personalized letters, and website content.

5.   Assess and refine internal Planned Giving processes, programs and materials.


Planned Giving Donor Support

6.  Initiate contact with potential donors by phone and personal visits as a representative of your organization and subject-matter expert supporting your volunteers.

7.   Negotiate Planned Gifts with donors and their advisors as a subject-matter expert and representative of your organization.

8.   Establish a Bequest and Planned Gift Recognition Society

9.  Conduct Planned Giving process and ROI educational seminars for prospects


Staff and Volunteer Training and Development

10.   Implement on-boarding development program for new Planned Giving staff

11.   Guide the development of a volunteer Planned Giving team

12.   Conduct Planned Giving training seminars for all organization staff

13.   Provide Gift Planner Mentoring for volunteer and staff

14.   Provide interim staffing to support planned giving programs

15.    Partner with Planned Giving staff to present program to organization’s Board of Directors including proposed Board Resolutions


Back-Office Administrative Support

16.  Tailor specific guidelines for administration and investment of Planned Gifts

17.   Develop current, tailored report formats to satisfy legal regulations

18.   Provide accurate calculations of charitable deductions including projections

19.   Provide as-needed consultation and guidance to ensure implementation and maintenance of a consistent Planned Giving program.

20.   Facilitate state registration and reporting for multi-state CGA programs.

21.   Serve as virtual back office for CGA administration


For further information contact James Hohn: or call 732 927 1747