This two-part donor education program features Exclusive Briefings for selected donor groups and
Private Consultations with individual donors. PEP is designed to motivate donors to think about
their own planning process and identify specific Planned Giving opportunities for themselves.
We will deliver planned gift conversations to your donors on behalf of your organization while still providing
your donors the privacy and control they desire. This four-program series will push your planned giving
program into a forward motion.
Follow the turn-key process. Gather your select donors together to listen to the planned giving message and then encourage them to discuss their personal situation in a private consultation with a planned giving professional.
A 45-minute presentation is conducted for a group of up-to-thirty or more individuals and/or couples of similar wealth. Exclusive Briefings show your donors how to:
A complimentary, personal and confidential meeting is subsequently conducted with each donor to
explore their current plans and future philanthropic interests, giving them direction to take their
professional advice for improving their plans.
Donors take one or both of the following actions:
Our process enables you to provide a gift to your donors and potential donors. Your gift of a complimentary, personal and confidential consultation can help your major donors: