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Planned Giving Program Counsel

From testamentary gifts to structured major gifts, planned giving is one of the pillars of a complete development advancement program.

Many organizations, even some thought to have sophisticated development functions, may not have a structured or optimized planned giving program. Dini Spheris helps turn an ad hoc planned giving approach into a functioning and productive program.

We can take your existing planned giving program to new levels of success and achievement, or help you build your first planned giving program. Dini Spheris ensures your program effectively uses voluntary resources from the legal, tax and estate-planning professionals.

If you are developing your planned giving program, Dini Spheris will look at the various tools and giving opportunities, including planned giving and testamentary gift vehicles. We also make sure your organization knows where and how to integrate the latest giving opportunities.

From the cultivation and management of planned giving prospects to the structure of recognition and stewardship programs, when a planned giving program is properly structured and managed there are greater long-term benefits for your program and organization.