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

THREE THINGS DONORS NEED FROM YOU

Emerging donors expect transparency and results. Learn how dashboards, concise metrics, and consistent reporting strengthen impact storytelling.

READ MORE

FUNDRAISING IN 2026: SLOW DOWN TO MOVE FORWARD

In 2026, the risk is not that we lack fundraising tools but that we use them to do more of the wrong things…faster.

READ MORE
Checklist for the new year

THREE STEPS TO PREPARE FOR A NEW YEAR

Before taking on big goals, reframe past misses, hit the reset button and fuel yourself with powerful stories.

READ MORE

REFINANCE YOUR NONPROFIT'S DEBT

Succession planning ensures smooth leadership transitions and protects your nonprofit from risk. Learn what every board should know

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
A close-up of a gas stove knob being replaced, symbolizing how small, overlooked details can quietly block progress until they’re removed.

A LEADERSHIP LESSON FROM A STOVE KNOB

A broken stove knob becomes a leadership lesson: sometimes progress doesn’t come from adding new solutions, but from removing the small, overlooked things that no longer serve us.

READ MORE
Checklist for the new year

THREE STEPS TO PREPARE FOR A NEW YEAR

Before taking on big goals, reframe past misses, hit the reset button and fuel yourself with powerful stories.

READ MORE

LEADING YOURSELF

Discover what three elite athletes can teach us about the art of leading yourself. From perseverance to adaptability, this blog explores how personal discipline, resilience, and intentional growth form the foundation of true leadership.

READ MORE
A close-up of a gas stove knob being replaced, symbolizing how small, overlooked details can quietly block progress until they’re removed.

A LEADERSHIP LESSON FROM A STOVE KNOB

A broken stove knob becomes a leadership lesson: sometimes progress doesn’t come from adding new solutions, but from removing the small, overlooked things that no longer serve us.

READ MORE

FIVE WAYS TO RESET YOUR BOARD AGENDA

Many board agendas are static reviews of the past, leading to passive participation, listening to committee report after committee report.

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

THE MOST OVERLOOKED STEP IN ANNUAL GIVING

Close your 2025 annual giving the right way. Learn why reporting results and impact to donors is essential to building momentum for 2026.

READ MORE
A close-up of a gas stove knob being replaced, symbolizing how small, overlooked details can quietly block progress until they’re removed.

A LEADERSHIP LESSON FROM A STOVE KNOB

A broken stove knob becomes a leadership lesson: sometimes progress doesn’t come from adding new solutions, but from removing the small, overlooked things that no longer serve us.

READ MORE
Longterm planning is like football

ACTION BEATS INSPIRATION

Year-end fundraising success isn’t built in December—it’s built now. Learn why action creates momentum and how to finish your campaign strong.

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.