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.
WHAT’S IN IT
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!