Is your endowment fund where you need it to be? Do you know how you’re going to grow it?

A strong endowment is a critical component in the stability and stewardship of an organization, helping secure current support and future success. With the help of DBD Group, in just a short time, your organization can begin to identify donors interested in making legacy gifts to build your endowment funds.

Activity leads to results.

Too often, planned giving gets pushed behind other priorities. Working together with your DBD team, you’ll stay focused on completing the simple, consistent actions that will help you identify, engage and invite donors to make a planned gift to your nonprofit.

DBD Group’s process for growing non-profit planned giving program is customized to the needs of each organization - from beginning (or restarting) a program to accelerating a current program. Our Planned Giving By Design program includes:

  • Coaching and consulting
  • Policy review and development
  • Prospect identification and assessment, including a membership/donor screen through DonorSearch
  • Communication Strategy (in partnership with Crescendo)
  • Case for support
  • Individual visits to prospects
  • Access to DBD's Planned Giving resource vault and quarterly peer-to-peer Q&A and learning sessions

Don't wait another year to make this important investment in the future of your organization. 

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

 

Start the Conversation

The latest from DBD

FUNDRAISING FORWARD

Turmoil and uncertainty can leave nonprofit volunteers and staff at a loss. Turns out, there is much we can do to keep fundraising forward.

READ MORE

FUNDRAISING IN UNPREDICTABLE TIMES

When there is uncertainty and turmoil in the markets nonprofit leaders can find themselves in a predicament. You have evolving funding needs, but you may not yet be sure what they are. Plus, you want to stay in touch with your donors and supporters, but you don’t necessarily know how current events are affecting them.

READ MORE

11 USES OF AI FOR NONPROFITS

11 Effective Uses of AI for Nonprofit Organizations. Guest blog by DonorSearch

READ MORE

HERE WE GROW AGAIN

Today, nonprofit leaders may feel challenged, as the funding and practices they have counted on in the past may no longer be available in the same ways. Whether you work in a nonprofit or volunteer as a board member, navigating uncertainty is part of the job description.

READ MORE

NAVIGATING UNCERTAINTY: STRATEGIES FOR NONPROFIT LEADERS

Today, nonprofit leaders may feel challenged, as the funding and practices they have counted on in the past may no longer be available in the same ways. Whether you work in a nonprofit or volunteer as a board member, navigating uncertainty is part of the job description.

READ MORE

HELPING YOUR BOARD TELL THE BEST STORY

Development staff, CEOs, and marketing teams can empower board members to use storytelling as an effective and comfortable way to participate in the crucial work of raising money.

READ MORE

THE NEXT RIGHT MOVE

One might wonder how can any organization create a strategic plan if they don’t know which end is up right now?

READ MORE

PLANNING FOR YEAR-END

The time between Thanksgiving and year-end offers a prime window for fundraising.

READ MORE

MOVING FROM OLD TO NEW: BOARD WORK

Nonprofit boards often find themselves stuck in a rut, performing the same old tasks with the same agenda month after month, with little impact

READ MORE

HERE WE GROW AGAIN

Today, nonprofit leaders may feel challenged, as the funding and practices they have counted on in the past may no longer be available in the same ways. Whether you work in a nonprofit or volunteer as a board member, navigating uncertainty is part of the job description.

READ MORE

NAVIGATING UNCERTAINTY: STRATEGIES FOR NONPROFIT LEADERS

Today, nonprofit leaders may feel challenged, as the funding and practices they have counted on in the past may no longer be available in the same ways. Whether you work in a nonprofit or volunteer as a board member, navigating uncertainty is part of the job description.

READ MORE

HELPING YOUR BOARD TELL THE BEST STORY

Development staff, CEOs, and marketing teams can empower board members to use storytelling as an effective and comfortable way to participate in the crucial work of raising money.

READ MORE

FUNDRAISING FORWARD

Turmoil and uncertainty can leave nonprofit volunteers and staff at a loss. Turns out, there is much we can do to keep fundraising forward.

READ MORE

THE NEXT RIGHT MOVE

One might wonder how can any organization create a strategic plan if they don’t know which end is up right now?

READ MORE
set of three doughnuts

How Do You Stand Out in a Crowd?

Richard Clegg shares what a famous doughnut empire can teach us about standing out in a crowd of similar businesses.

READ MORE

Inspiration You Crave. Resources You Need.

 

Join our Tribe! You'll benefit from fresh perspectives and priceless resources from the leaders at Donor By Design.