Lake Nonprofit Consulting

Lake Nonprofit Consulting Lake Nonprofit Consulting Lake Nonprofit Consulting

Lake Nonprofit Consulting

Lake Nonprofit Consulting Lake Nonprofit Consulting Lake Nonprofit Consulting
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Upcoming webinar

The simple way to raise more money: How to start your animal welfare nonprofit's planned giving program


Register today!



Create a planned giving program for your nonprofit

Easy and rewarding

“The best time to plant a tree was 20 years ago. The second best time is now.”   -Chinese proverb


Planned gifts are often the largest and simplest for a nonprofit organization to receive, and their impact can be life-changing for an organization. 


Many organizations shy away from setting up a planned giving program because it seems complicated, and they don't have an estate planning attorney on staff. 


Setting up and managing a planned giving program can be easy and rewarding. We’ll do all the hard work for you, and deliver a ready-to-go program that will be simple for your nonprofit to manage. 

Sun shining through green tree canopy.

Why planned giving is important for your organization

Don't miss out on a key source of revenue

Don’t be intimidated by alphabet soup – you don’t need to know what a CRUT, CRAT, or CLAT is to set up a planned giving program for your nonprofit organization.


If your nonprofit doesn’t have a planned giving program, you are missing out on an easy source of revenue. Planned gifts tend to be large in size and less work and expense per dollar raised. They can account for 10 – 30% of a nonprofit’s revenue (the average planned gift in the United States is $78,000).

Services

Ready-to-Go Package $3,000


We'll implement a planned giving program for your organization from start to finish. Package includes: 

  • Training your team:
    • Planned giving overview
    • How to talk to your donors about planned giving
    • Setting up your database for your planned giving program
    • How to respond to donors interested in planned giving
  • Creating or modifying your organization's gift acceptance policy
  • Creating a membership form
  • Website content
  • Print brochure

If your organization does not have a graphic designer, package is $4,000.


A La Carte Options


Planned giving training sessions: $125

Options include: planned giving overview, how to talk to your donors about planned giving, setting up your database for planned giving, and how to respond to donors interested in planned giving.


Gift acceptance policy: $350


Legacy membership form $250

If your organization does not have a graphic designer, fee is $300.


Website content: $500 - $1,500


Print brochure $500

If your organization does not have a graphic designer, fee is $750.


Buck slip flyer $250

If your organization does not have a graphic designer, fee is $400.


Planned giving webinar recording $75

An overview of what you need to know to start a planned giving program.


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Upcoming webinar:

The simple way to raise more money:

How to start your animal welfare nonprofit's planned giving program

Learn more