helping non-profits build a strong financial future


Planned Giving is an effective tool in securing larger gifts from donors who might not have the means to make an outright major gift. TFS can help you start a new Planned Giving program with services such as:
•    Step-by-step guidance in evaluating donor potential
•    Help in securing board approval
•    Developing policies and program budgets
•    Designing processes for managing donor relationships and the gifts that result
•    Marketing planned gifts
•    Creating donor recognition programs
•    Recruiting and training staff

TFS also offers auditing of existing Planned Giving programs.  Services that will help you evaluate and improve the effectiveness of your planned giving efforts include:

•    Reviews of relevant records
•    Interviews with key participants
•    Examinations of the feasibility of offering donors new ways to make gifts
•    Suggested revisions to marketing plans or administrative procedures
Contact us for more information and rates.