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. 

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