Welcome to the CPGR Website
CPGR PLANNED GIVING ACTION SURVEY
In the summer of 2013, CPGR conducted a brief survey asking one crucial, but fundamental question: What was the most important thing you did to get started in planned giving?
The responses were enlightening and certainly helpful to anyone working in planned giving. While also being diverse, several common themes did emerge. The top five responses were:
#5: Talk with donors about planned giving
#4: Three way tie of:
- Get board training, buy-in, involvement, and ask them for planned gifts!
- Hire a development person with planned gift experience and skills
- Create a legacy society
#3: Attend planned giving education (especially with CPGR!)
#2: Partner with consultant, mentor, including professionals at community foundations
#1: Provide marketing materials informing people that you happily accept planned gifts!
See all of the responses attached
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