Any charitable organization interested in planned giving must evaluateand prepare its existing operations. o help you evaluate the likelihood o a successul partnership with Philanthropy International, please considerthe points below:• Eective planned giving programs have an active and helpulBoard o Directors. Successul partner charities work closely withPhilanthropy International in many aspects o their overall givingprogram.• Philanthropy International works with a volunteer planned givingocer to introduce your current donor base to planned givingconcepts in a non-threatening environment.• o reach the established goals, each charity needs to have a unctioninginrastructure. Te Partner Charity program may require assistancein scheduling seminars, printing, and coordination o donor events, which would be the responsibility o the charity sta or volunteers.• Te Philanthropy International team will work with your charity and a volunteer planned giving ocer to integrate planned givinginto your development and und raising eorts. Many times, this will introduce new donors to your organization.• I you have more than one location, Philanthropy Internationalregional and multi-regional ees are outlined in the ProgramSynopsis. Additional expenses, such as seminar meals, handouts,invitation printing and mailing are the responsibility o the charity.
Is your organization readyto change the wayit views planned giving?
How you can move forwardin the Partner Charity Program
Contact Philanthropy International at (909) 625-4511or email@example.com. Te team is available to help youassess your readiness or planned givingand will walk you through the steps necessary to move ahead and reach your planned giving goals.
310 N. Indian Hill Blvd. #521, Claremont, CA 91711
(909) 625-4511 •
Building Financial Securityfor Your Charity
A charity serving charities, enabling each Partner Charity to ocus on its own mission and purpose throughan eective outsourced planned giving program