Planned Giving
We are living in the time of the greatest inter-generational transfer of wealth in history. If you do not have a plan to convince your constituents to remember your ministry in this process you will miss out on an opportunity that cannot be recovered. The Timothy Group can help you to design and implement a planned giving program or assess the planned giving program you now have in place.
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Estate and Gift Design
The Timothy Group's Estate and Gift Design program helps you to put the building blocks of a planned giving program in place. It includes materials to identify interested prospects, educational seminars for planned gifts prospects, donor advising about the right type of gift to use using the proper involvement of professional advisors, advice about gift valuing, a program of appreciation for planned gifts donors and an intentional program of networking for planned gifts donors to prospects. |
Planned Giving Program Assessments
We can help you assess your planned giving program. We will review your current program including goals, staffing, volunteers, budget, promotions program and more. We will describe a recommended future planned giving program that responds to your goals, integrates with current fund raising, and will increase your planned gifts expectancies . |
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