(210)930-5954 l 941 PO Box 6925, San Antonio, TX 78209

PLANNED GIVING CONSULTING SERVICES

• Planned Giving Program Design & Implementation
• Ongoing Support for Existing Planned Giving Programs
• Assistance with General Operation of Planned Giving Program
• Strategies for Promoting Planned Gifts to Donors
• Planned Gift Design, Computations, & Illustrations
• Bequests Programs Advice & Design
• Charitable Gift Annuity Program Advice & Design
• Planned Giving Seminars & Presentations for Boards, Staff, & Donors
• Strategies for Incorporating Planned Gifts into A Capital Campaign
• Organizational Planned Giving Readiness Assessments

Customized planned giving programs or services are structured on a case by case basis and are designed to meet the needs of each individual organization. Fees are determined by the time required and the complexity of the services requested.

Customized programs might include all or only selected services listed under “New Planned Giving Program Design” or may include other specialized services identified by the organization.

New Planned Giving Program Design

Organizations starting a new planned giving program or restructuring an existing program can select from a broad list of services. New planned giving program design would include all or most of the following:

• Create or revise gift policies to incorporate planned gifts.
• Train staff on planned giving techniques and the identification of potential planned giving donors.
• Develop and implement a marketing program to promote planned gifts to prospective donors.
• Write planned giving articles and donor profiles for your newsletter and other publications.
• Prepare written proposals for prospective donors, showing tax and income results of planned gift arrangements.
• Meet with prospective donors.
• Meet with donors' professional advisors to complete gift arrangements.
• Establish a bequest or legacy society for planned giving donors.
• Establish donor advised fund and charitable gift annuity programs.
• Meet with the Board and staff to explain how planned giving can benefit the charity’s long- range fundraising plans.
• Providing periodic Board or donor presentations to explain planned giving concepts.
• Overseeing special marketing or special event project related to planned giving donors.
• Meeting with select donors to explain the benefits of planned giving arrangements. Other agreed upon specific services.

Bequest and Legacy Society Programs

For most nonprofits, a well designed and executed bequest program provides an easy way to start a Planned Giving Program. Since bequests make up the majority of planned gifts made to charities, initiating a bequest program is also a logical way to begin. A bequest marketing program can be designed that promotes these gifts to your donors. The fee charged will be determined by the size and complexity of the program needed for the charity.

Charitable Gift Annuity Program

When low interest rates impact the income of seniors, charitable gift annuities become very attractive because of their higher payouts. For charities with well-developed fundraising programs and in secure financial positions, charitable gift annuities may be another planned gift option to consider offering to donors. Working with the charity’s legal counsel, program can be designed that includes all necessary contract, disclosure, and state requirements.

Donor Advised Fund (DAF) Program

Donor advised funds are one of the fastest growing charitable giving programs in America. Charities now can promote these gift funds to their donors by using a “branded” fund which guarantees that the charity will receive at least 50% of every distribution. We can provide full program design and set up for your charity.

Capital Campaigns

Cascada Group can work with your campaign advisors to devise strategies for including planned gifts into capital campaign plan. Incorporating planned gifts into the campaign is an excellent way to allow more donors to participate in your campaign, especially if the campaign has an endowment component.

Direct Mail Program

Many organizations find that an ongoing direct mail program which provides prospective donors with information about estate and gift planning can help educate the donor about gift alternatives. We can help your nonprofit evaluate the various types of programs and, depending on the agencies needs, estimate the costs of an ongoing program. In general, the costs would include the actual newsletter or brochure, a response card and envelope, a follow-up booklet for those requesting more information, stationery, postage, and mail house handling costs. Web-based newsletters are also available at comparable costs. We can provide complete management of this program and an estimate of costs.

Planned Giving Services on Retainer

If a nonprofit does not need a comprehensive planned giving program but want to have access to a planned giving profession, consulting services can be provided on retainer basis. These services might include:

• Meeting with the Board and staff to explain how planned giving can benefit the charity’s long- range fundraising plans.
• Providing periodic Board or donor presentations to explain planned giving concepts.
• Overseeing special marketing or special event project related to planned giving donors.
• Meeting with select donors to explain the benefits of planned giving arrangements. Other agreed upon specific services.

Administration / Management: Compensation & benefits, human resources, staff recruitment and training

Board: Board recruitment, relations, training, board development and operations, board/staff relations, development and management of committees

Human Resources: Staff management, human resource policies, succession planning, executive search, executive coaching

Organizational Development: Meeting facilitation, organizational assessment, change management, merger management, quality management, strategic planning

Program: Program design, development, implementation, evaluation

Public Policy/Affairs: Advocacy strategy

Resource Development/Fundraising: Campaigns, grant writing, special events, resource development plans

CONTACT PERSON : Mary Downey

WEBSITE: http://www.cascada-group.com

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