A SIMPLE SOLUTION TO A SUSTAINABLE GIFT PLANNING PROGRAM
CLEAR PLAN • PERSONAL GUIDE • PROVEN RESULTS
Imagine what you could do if you had a thriving gift planning program
Without a strategic plan to grow a sustainable gift planning program, your organization loses out on transformative gifts.
The problem is you're juggling so many other things, you just don't have time to give the program the time and attention it needs.
But there is a way to relieve that frustration and get the gift planning program you want.
It’s called “Gift Planning Essentials,” and it’s our proven system to help you start or accelerate a gift planning program without a drain on your time, staff, or resources.

Christine Jefferson
Friends Select School



Kim Hamm
Manor College



Jim Shenk
Wellspan Philhaven



Tom Yates
Temple University



Christine Jefferson
Friends Select School



Kim Hamm
Manor College



Jim Shenk
Wellspan Philhaven



Tom Yates
Temple University




































90 DAYS
TO A PLAN
9 MONTHS
TO A PROGRAM
Does building a successful gift planning program feel overwhelming? Let the team at Gift Planning Development help you get there.
We’ll listen to your goals and develop a plan unique to your organization. You won’t believe how much easier it is to launch or expand your gift planning program when you have a clear plan.
And the best part is our system is built to create your gift planning program around what you’re already doing—so you don’t have the pressure of putting your other responsibilities on hold.
Gift Planning Essentials uses our proven methodology to give you fast results, and one-on-one guidance every step of the way.
Imagine in just 6 – 9 months, your new (or improved) gift planning program will be up and running!
The team at Gift Planning Development has helped hundreds of fundraisers build a sustainable gift planning program, and we can help you, too. Give us a call.
A Clear Plan to a Thriving Program
Get Your plan
Call to confirm Gift Planning Essentials is right for your organization.
Build your Program
Get a plan tailored to your goals—and a guide to ensure your program gets up and running.
Reach your potential
Move forward with a program that empowers yourorganization to secure larger gifts.
Guaranteed to deliver
the essentials plan gives you everything you need


Collaborative Communication
Rally support for your gift planning program from your staff, leadership, board, and donors.


Sustainable Infrastructure
Build a solid infrastructure for your gift planning program with policies, procedures, and guidelines.


Prospect-engagement System
Identify, qualify, and approach your best gift-planning prospects with this proven system.


Structure for Stewardship
Cultivate life-long relationships to steward your gift planning donors and their families.


Donor-focused Marketing
Craft a donor-centric message that engages donors and motivates them to make a gift.


Committed Partner
Get one-on-one guidance and support means you’ll accomplish your goals for a gifts planning program.


Roadmap to Success
Follow a clear roadmap that leads to a sustainable program and legacy campaign.


Group Training
Equip everyone with the confidence to start and finish a planned-giving conversation with anyone.


Timelines & Benchmarks
Empower your team with measurable goals and realistic timelines and benchmarks.


Tracking Tools
Maintain your success with easy-to-use tools that track and manage your progress.
What is the FUNDRAISING POTENTIAL of your organization
Take the FREE Gift Planning Checklist* to assess the health of your Planned Giving Program and to see exactly how to maximize your organization’s potential.
The Latest Videos From Gift Planning Development
Let’s talk about how we can help you build the gift planning program you always wanted
GIFT PLANNING DEVELOPMENT, LLC
1104 Harrogate Way
Ambler, PA 19002
315.292.1335