Planned Giving Coach

Hire The Coach

Contracts with Planned Giving Coach are tailored to the needs of the individual nonprofit client. They tend to tall into three categories:

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Head Coach:

A “Head Coach” contract represents comprehensive support for nonprofits and their legacy giving programs. If you’re starting a legacy giving program for the first time, trying to restart a stalled program and/or have few staff resources to commit at this time, the Head Coach contract can provide you with the services and support you’ll need to succeed. To quickly discover new legacy gifts and generate fundraising leads, Planned Giving Coach will design, distribute, and prioritize results from an online engagement survey tailored for your organization and constituents. An action plan identifying program milestones, actions to be taken and timelines will help you chart your course and track your progress. In-person planning and training sessions are available to staff, board members and volunteers, as well as ongoing guidance and support to all parties involved with your legacy giving program. You’ll receive customized communications and promotional materials, and legacy giving content for your website. Personal consultations, by phone or in-person (where feasible), are included to provide your prospects and donors with educational information about legacy giving and the tax and income consequences of specific legacy gifts. Broad technical support will enable you to promptly and accurately respond to questions, notifications and inquiries related to legacy giving. Your contract will be tailored for your organization with services and support designed to meet your needs. Fees and services to be included in the contract are negotiated.

To view the Head Coach contract, click here

Assistant Coach:

If you have some organizational resources already committed to legacy giving and/or you do not need comprehensive services and support to achieve your program goals, the “Assistant Coach” contract may be the right choice. This contract includes some of the services and support listed under “Head Coach”, above, including the development of an action plan for your program and regular consultant-staff planning sessions. Training sessions are available to staff, board members and volunteers, by phone, webinar or in-person (where feasible). You’ll receive customized communications and promotional materials, and legacy giving content for your website. Personal phone consultations are included to provide your prospects and donors with educational information about legacy giving and the tax and income consequences of specific legacy gifts. Broad technical support and ongoing guidance to staff, board members and volunteers will enable you to promptly and accurately respond to questions, notifications and inquiries related to legacy giving. Your contract will be tailored for your organization with services and support designed to meet your needs. Fees and services to be included in the contract are negotiated.

To view the Assistant Coach contract, click here

Technical Coach:

If your program is established and/or you don’t need help promoting legacy giving or engaging donors, the “Technical Coach” contract may be the right choice. This contract includes broad technical support and ongoing guidance to staff, board members and volunteers that will enable you to promptly and accurately respond to questions, notifications and inquiries related to legacy giving. Personal phone consultations are included to provide your prospects and donors with educational information about legacy giving and the tax and income consequences of specific legacy gifts. Your contract will be tailored for your organization with support designed to meet your needs. Fees are negotiated.

To view the Technical Coach contract, click here