Planned Giving

You may be overlooking tremendous opportunity
hidden right within your donor file

Planned Giving

You may be overlooking tremendous opportunity hidden right within your donor file

Download our WHITE PAPER:
The Biggest Problems with Planned Giving (and What to Do about them)

Did you know you could be sitting on a planned giving gold mine?
At Veritus Group, we work with hundreds of organizations all around the world. We’ve discovered that many non-profits are sitting on a gold mine of planned giving opportunity. But most of them have no idea how to find it! Many of your peers even tell us they think the whole subject of planned giving is too complex, even scary.
Did you know you could be sitting on a planned giving gold mine?

At Veritus Group, we work with hundreds of organizations all around the world. We’ve discovered that many non-profits are sitting on a gold mine of planned giving opportunity. But most of them have no idea how to find it! Many of your peers even tell us they think the whole subject of planned giving is too complex, even scary.

Find out how your planned giving efforts measure up:
Schedule Your FREE assessment
The Problem
Many charities know that a robust planned giving program is one of the best ways to assure the long-term health of their organization, especially during those inevitable periods of difficult economic times.
But most charities have a hard time starting and managing a planned giving program for the following reasons:
A lead generation program is not in place and, if it is, it is old and outdated and not operating effectively. 
Performance metrics are either non-existent or wrong.
The staffing plan is wrong.
Fast-paced changes in laws,  demographics, and technology, make it impossible for most planned giving programs to function at full capacity using best practices.

Download our WHITE PAPER:
The Biggest Problems with Planned Giving (and What to Do about them)

The Solution
The Veritus Way of Planned Giving provides the perfect cost-effective solution to all the planned giving program challenges facing a non-profit.
We start with an assessment of your current planned giving program so we clearly understand WHAT you’re doing now and HOW you’re doing it. (You can sign up now to get this step FREE.)
We make sure you have a healthy and aggressive lead generation program in place that utilizes the best practices of conventional lead generation as well as state-of-the-art online social media tracking of your prospects’ “digital body language” to signal readiness for contact and engagement.

We help select, train and co-manage your planned giving staff which includes the placement of a Planned Giving Officer (PGO), who is the main donor contact, and, if your volume of planned giving activity is great enough, then also a Lead Outreach Associate who qualifies prospects, and a Stewardship Associate who plays the critical role of stewarding the donors who currently have planned gift agreements with the organization.

This approach to staffing assures that someone other than the PGO qualifies donors, that the PGO dedicates all of his or her time to relating to donors and that the current planned giving agreement donors are stewarded and retained. If you have a smaller planned giving program, then our help will focus on making sure all three areas/functions are covered with the staff you have.

We set up your performance evaluation driven by best-practice metrics that measure lead generation response rates by source, number and value of agreements written, conversion rates to deferred but qualified and highly qualified prospects, identification of hidden gifts and donor advised fund prospects. This assures management and the planned giving staff know exactly where they are on their performance.

We bring you information on the latest laws, marketing approaches and technology to your planned giving program to make it even more successful than it already is.

The Solution
The Veritus Way of Planned Giving provides the perfect cost-effective solution to all the planned giving program challenges facing a non-profit.
We start with an assessment of your current planned giving program so we clearly understand WHAT you’re doing now and HOW you’re doing it. (You can sign up now to get this step FREE.)
We make sure you have a healthy and aggressive lead generation program in place that utilizes the best practices of conventional lead generation as well as state-of-the-art online social media tracking of your prospects’ “digital body language” to signal readiness for contact and engagement.

We help select, train and co-manage your planned giving staff which includes the placement of a Planned Giving Officer (PGO), who is the main donor contact, and, if your volume of planned giving activity is great enough, then also a Lead Outreach Associate who qualifies prospects, and a Stewardship Associate who plays the critical role of stewarding the donors who currently have planned gift agreements with the organization.

This approach to staffing assures that someone other than the PGO qualifies donors, that the PGO dedicates all of his or her time to relating to donors and that the current planned giving agreement donors are stewarded and retained. If you have a smaller planned giving program, then our help will focus on making sure all three areas/functions are covered with the staff you have.

We set up your performance evaluation driven by best-practice metrics that measure lead generation response rates by source, number and value of agreements written, conversion rates to deferred but qualified and highly qualified prospects, identification of hidden gifts and donor advised fund prospects. This assures management and the planned giving staff know exactly where they are on their performance.

We bring you information on the latest laws, marketing approaches and technology to your planned giving program to make it even more successful than it already is.

Still have questions?

If you’re wondering about anything we still haven’t covered, we’d love to get you an answer. Feel free to send us a message through the form below. We’ll get right back to you!

Waiting can be costly!

Running a successful Planned Giving program requires knowledge, skills and tools rarely taught in school.

Here’s the thing: your database has lots of people who are ready to make a planned gift.

How much do you stand to lose because you don’t know who wants to make a planned gift?

What’s more, you almost certainly have existing planned gift donors who are being neglected.

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