Planned Giving

Gift Planners: Friends of the Family

Donors with a long history of giving to your organization are terrific planned giving prospects. Once identified, how do we involve them in the organization, steward their support, and encourage an “ultimate gift”?

We can help you explore simple answers to this question, including tips on establishing a legacy society and marketing planned giving opportunities.

Make an active planned giving program a priority in your organization

Let’s us help you develop your program!

Call us at 585-820-8438 or reach out to us through our website’s contact form.

Planned Giving Presentation

Cassandra George Ramos offers advice for establishing a successful planned giving program in this presentation. Download your copy here.