The goals of successful planned giving programs are:
Generate more gifts and more valuable gifts—the goal is to increase both the number of planned gifts received and the present value of the remainder interests to the charity.
Create very satisfied donors—very satisfied donors make additional gifts and recommend your program to their friends.
Ensure program risks are managed—effective management and oversight practices protect charity trustees against risks, such as reputation-damaging errors.
We believe four essential elements are required in order to achieve these goals: sophisticated asset management, high quality gift administration, strong fund-raising and stewardship, and effective program management and oversight. If any of these elements is weak, the planned giving program will fall short of its full potential.