"Planned giving" is all the buzz...but what is it? How much do I need to know? Do I have to memorize complicated legal tools? How much time do I have to devote to it?
For small nonprofits, launching a planned giving program is fairly easy because it is a natural extension of what you already do - relationships.
Yes, you need to know some technical tools and how they work, but you first need to have all of your donor relations ducks in a row.
Our Main Brain, Julianne Buck, is a Chartered Advisor in Philanthropy, so she knows the technical stuff. But also as someone who has been a "nonprofit solo-preneur," she knows what it's like to have to do it all by herself. And it can be done!
Coming Summer 2022: a 7-module online course "Planned Giving for Small Nonprofits"!
- Executive Directors
- Development staff
- Board Presidents
- Professional Advisors
- Donors who want help making an impact
- Professional Advisors who need to bounce ideas and hone their skills
- facilitate family discussions
- help design family giving
- nonprofit research
- due diligence on grantmaking
- strategize family legacy
- foundation management
- donor advised funds
As CEO of a community foundation, Julianne Buck has passed National Standards three (3) times.
From our recent review: "Your application was extremely clear and well done and the reviewers found no substantive issues that need to be addressed" and "your application was so well done."
How can we help you pass with flying colors?
- creating a new nonprofit
- policies and procedures
- annual filings
- annual report
- best practices
- behind-the-scenes tasks
- meeting minutes
- board packets
- email notifications
Sometimes you just need to get away as a group, recharge, and think things through. We can help!
Using our deep knowledge of all things nonprofit, plus our facilitating skills, we can design a day to elicit responses from everyone and help the organization make a plan of action. Topic can be as broad or as narrow as you like - board governance, engagement, fundraising, marketing, strategic planning, and more.
Our board retreat package includes pre-retreat planning with (at least) the Board Chair and Executive Director, day-of activities, end-of-day wrap-up and next steps, and post-retreat report recapping the day.
Please contact us with details so we can design a package price for you!
Need a certified facilitator for your next meeting, event, or charrette? Julianne Buck was trained by the Northeastern Illinois Planning Commission, now known as Chicago Metropolitan Agency for Planning.
We have been involved in 5 disasters over 8 years: 1 flood, 2 tornadoes, 1 pandemic, and 1 lithium battery fire evacuation. We know how to rally nonprofits in advance of both natural and man-made disasters.
We can help your community convene stakeholders in advance, identify players and volunteers, set up a Disaster Fund for collecting tax-deductible donations, communicate with the public, and more.
As Scouts say, "Be prepared"!
- Planned Giving
- Case Statement for Funding
- Special Events
- Letter Campaigns
- Capital Campaigns
- Thank you letters
- Donor database management
- electric or hard copy
- mailing list maintenance
- mail merge
- bulk mail prep
- convert articles to blogs
- content posting
- cross-posting to social media
- Social Media
- account creation
- content posting
- manage responses
- analyze reach
- local, state, and national data
We can build a website for you, or update the content on your existing website. You can send us the content or we can help you write it. Then, once the website it updated, we can do your social media scheduling.
Let us get to know you, where you've been, and where you want to go - and we can start writing content for you, whether news articles, newsletters, webpages, speeches, presentations, and more!
There's an art to creating logic models - and we think we've got it broken down to the very basics. From there we can develop a case statement - usually for funding. From there we can help you re-package into various products for various audiences.
None of us operate in a vacuum. Let us help you identify the end goal, and then scan the community for partners, funders, implementers, audiences, and influencers. From there we'll design a plan to build consensus and a path of tasks to get you to that end goal!