A planned giving strategy, focused on securing legacy gifts for the endowment will support and sustain long-term financial strength and programmatic viability. It is an integral part of your YMCA’s comprehensive financial development program.
An effective strategy will:
DBD Group’s Planned Giving Accelerator features:
An experienced DBD coach will work with you and your team. In addition, you will be part of a network of YMCAs with whom you will be able to connect, share and learn together.
DBD's Planned Giving Accelerator will also utilize an online adult learning platform (Thinkific) on which you will find specific program content such as samples, templates, step-by-step guides, and additional resources.
Our partner, Crescendo, will support the marketing, education, and specific training on key types of gifts and updated tax-related policies and announcements. Your DBD coach will guide you through your Crescendo tool – leading you to an effective start and assimilation for your sustained use.
The first cohort will begin July 1, 2021. Interested in being part of it? Let us know in the form below.
Join our Tribe! You'll benefit from fresh perspectives and priceless resources from the leaders at Donor By Design.