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Planned Giving

Changing Our World’s Approach to Planned Giving

Between 1998 and 2006, over $165 billion was transferred by way of charitable bequests to nonprofits. But, just as the dollar amounts of charitable bequests are increasing every year, so is the competition for planned gifts growing as more nonprofits seek to reap the benefits of the oncoming Wealth Transfer.

Changing Our World offers large and small nonprofits the ability to maximize their potential future revenues from estates and planned gifts through the implementation of effective planned giving programs and one-on-one gift planning support.

Our team of experienced professionals will work with an organization to tailor a program that specifically meets its planned giving needs. Changing Our World's planned giving services include:

• Planned giving potential assessment
  
• Planned giving effectiveness audit
  
• Development of a detailed program plan and budget
  
• Creation of a sustainable planned giving stewardship program
  
• Assistance in the creation of planned giving marketing materials
  
• Staff and board education
  
• Online marketing design and implementation
  
• Ongoing advice and technical support
  
• Drafting of appropriate gift acceptance policies