Planned Giving Coach

Hire The Coach

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

If you have questions, please click here for our contact information.

Head Coach:

A “Head Coach” contract makes sense if you want me to meet with you and your volunteers personally, write planned giving promotional materials and planned giving articles for your newsletter and website, offer guidance to your volunteers and staff, and provide technical support including estimates of the tax and financial consequences of various planned giving vehicles to prospects and their advisers. Here is a typical Head Coach contract to give you’re a rough idea of Head Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Head Coach contract, click here

Assistant Coach:

An “Assistant Coach” contract makes sense if you want me to write planned giving promotional materials and planned giving articles for your newsletter and website, offer guidance to your volunteers and staff, and provide technical support including estimates of the tax and financial consequences of various planned giving vehicles to prospects and their advisers. Here is a typical Assistant Coach contract to give you’re a rough idea of Assistant Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Assistant Coach contract, click here

Technical Coach:

A “Technical Coach” contract makes sense if you want me to provide educational information regarding planned giving alternatives for your donors generally and specific estimates of the tax and financial consequences of various planned giving vehicles to individual prospects and their advisers. The Technical Coach contract also includes my providing materials for the planned giving section of your website, giving access to your supporters to estate planning/planned giving education videos through your website, developing a planned giving manual for your staff that allows them to respond quickly to planned giving inquiries, and developing an estate planning organizer for your supporters that allows them to prepare to create or update an estate plan needed to protect their families and to convey planned gifts to good causes. Here is a typical Assistant Coach contract to give you’re a rough idea of Technical Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Technical Coach contract, click here