The following responsibilities have been identified as necessary to the process of building planned giving programs in the XYZ Charity affiliate offices. Additional responsibilities  related to this role may be added as appropriate.

Key job  responsibilities  are:

Serve as the primary contact with affiliate development staff and CEOs to prioritize planned giving and motivate affiliates to participate;

Monitor progress of planned giving programs nationally and generate quarterly reports;

Serve as the planned giving trouble-shooter to answer questions and solve problems for local and affiliate gifts;

Serve as the traveling gift planner for affiliates that have the ability to generate interest in a planned gift but need help in working through the gift planning process;

Prepare planned gift proposals using the planned giving software, design cover letters for proposals,  and identify options for donors;

Help affiliates set goals and draft implementation  plans;

Serve as an advisor for programs that are getting started (although use of con­ sultants may be a more effective way to get a program initiated and stabilized; where consultants  are used, this staff person could help the affiliate develop  a Request for Proposal and monitor use of  consultant);

Develop and manage the use and production of marketing materials; add value to the use of the materials by generating ideas on letters to use with mailings, targeted audiences for mailings, suggestions for estate planning seminars (with sample formats), and methods of contacting professionals;

Manage the recognition program for planned giving, including ensuring regular contact with planned gift donors, coaching affiliates on recognition, securing permission to use name, printing names in annual report, and creating and staging recognition event;

Maintain contact with donors who have established endowment funds (where appropriate) including annual letter about progress, statements of balances (where appropriate) and comments about value of the use of   the funds;

Manage input of planned giving information in the database and create a tracking program for Raiser’s Edge and other common database software; and supervise clerical staff involved in planned  giving.

CTAI’s Planned Giving Division (GPS)

All organizations are looking to ‘grow’ their endowments, but philanthropic estate and financial planning seems daunting and overwhelming. With shrinking bud gets, the increasing need for immediate cash, and limited time, development officers find  it almost impossible to pursue  Planned Giving. The thought of adding a full-time specialist is ju st  too financially costly.  Thus  the need  for outsourced planned  giving services has been established at CTAl to assist you  in  your needs. With collective planned giving experience of well over a century, our consultant   team brings a menu of services that even large organizations with several planned giving officers cannot equal.

CTAl’s menu of services includes:

  1. Consulting services — to train existing development staff on the various tools and techniques  of planned  giving and  Theocentric Giving.
  2. Donor Visits — Assistance in developing potential planned giving donors and maintaining existing donors with professional proposals and consultation with their financial advisors.
  3. Policies and Procedures Manual — established or reviewed and revised for the intake of planned gifts.
  4. Professional Advisory Council’s (PAC) — to assist, establish and develop a successfu l dynamic resource for add itional  planned  giving prospects.
  5. Strategic Stewardship Coaching — A team to help develop and coach existi ng staff in solicitation  for future gifts.
  6. Financial Service Team — Provide for the ongoing operation of gifts as needed with a referral base of Attorneys, CPA’s, and  Financial  Advisors.

Depending on your needs, our services are available upon hourly, daily or a monthly retainer.  From the establishment to maintenance of the various planned giving instruments, we have your organization  covered.