Benchmarks for a Successful Planned Giving Program

by William J. Moran, J.D., M.S.Ed.

Whether you have an established program or are interested in starting one, you will find these benchmarks useful as you focus on planned giving fund raising.

This worksheet will help you rate your planned giving efforts based on 20 benchmarks of successful planned giving programs.

View or Download Benchmarks for a Successful Planned Giving Program:
PDF   or  Word format

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