Develop a case statement for planned giving, involving board and staff

Interview each board member in person to:

     gather ideas
     build support
     identify qualified prospects
     secure gift commitments
     obtain names of others to approach

Identify, recruit, and train volunteers to form and execute a planned giving committee

Follow up with all leads through one-on-one, phone, and electronic contact

Craft all marketing materials (except web site content longer than one page)

Draft all correspondence and build an index of response templates

Create stewardship for planned givers

Design and implement an annual plan to chart all details and track progress

Set up and implement a system for gift and estate administration