GiftPlanning.Org Logo

Back Office Operations

Back Office Operations is perfect for the shop that wants to start a new planned giving program, or for updating an existing planned giving program to raise planned gifts more efficiently and more effectively.



Back Office Operations. which is Module II of Planned Giving in a Box, features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program. We’ll show you how to determine if your mission is appropriate for long-term success; illustrate how endowments advance your mission; engage your board and senior leadership to ensure their investment in your planned giving program; develop planned giving best practices; and much more.


Everything you need to start and maintain planned giving operations, including instructions and tips to:

  • Evaluate Your Mission
  • Get Your Board on Board
  • Create Your Program’s Infrastructure
  • Count and Value Gifts
  • Create Gift Acceptance Policies
  • And much more!