Our consultants have been helping organizations overcome the challenges inherent to many planned giving programs, and after 40 years, we have learned many of the ins and outs of planned giving. In our case studies, we highlight four real client challenges and the solutions that helped them start, revive, enhance, and sustain their planned giving programs.
In this case study, see how a university’s gift acceptance policy was slowing down or impeding gifts from donors, particularly those of complex assets. See how a comprehensive gift acceptance policy review helped them streamline their gift acceptance, avoid risks, and help their fundraisers spend more time talking to donors instead of debating liability risks.