Planned giving has been an integral part of RDI consulting services
since the company was founded. We believe the ideal planned giving program
works in full cooperation with a church's on-going stewardship program.
The twenty-six years of planned giving consulting experience has
helped RDI to develop numerous benchmarks for a successful planned giving
program. Those benchmarks include:
- A congregation must be committed to and have a long-term view of
planned giving to achieve real success;
- The committed members of the church are always the best planned
giving prospects;
- Planned giving marketing materials must be visually appealing to
members and potential donors, while being cost effective for the church;
- Planned giving marketing must be consistent and persistent to
members and other donors whose life experiences often affect their
decisions about estate planning and planned giving;
- Relationship building is always crucial to successful cultivation of
planned giving prospects;
- Training of planned giving volunteers and staff in the basics of
estate planning and planned giving is essential;
- Most planned gifts are cultivated and closed around a donor's
kitchen table, Resource Churches is committed to provide field training
and consultation with planned giving volunteers and staff as they work
with their prospective donors;
- Personalized Tax Impact Statements and Gift Proposals lead to
completed planned gifts, we have provided both services for over 25
years.
There is no better time than today to start or upgrade a planned giving
program. Along with our staff of trained fundraising professionals, we
employ a Certified Financial Planner and the counsel of a tax attorney to
keep pace with changing tax laws and to assist with complex estate
planning cases and gift proposals. Also included in our wide scope of
client services are comprehensive training for development and field
staff, on-site consultations, assistance with donor visits and the
formalization of the gift.
Because advertising is key to any fundraising endeavor, publications
that motivate constituents to think about their wills, their families,
their estate plans, and your institution are critical. Resource Churches
offers informative, easy-to-read newsletters and four-color brochures that
introduce donors to giving opportunities such as wills, trusts, gift
annuities, life insurance and appreciated property.
Whether you are new in the planned giving field or wish to expand an
existing program, Resource Churches has the knowledge and experience to
help your church realize its full potential through the development of a
solid financial base. Our consulting staff has extensive experience
in estate planning. We have assisted many of our clients in the
development of comprehensive planned giving programs including estate
planning seminars, major donor identification and cultivation, the
marketing of gift planning options, brochure printing, and mailing
services.
We will help you develop an ongoing program that will greatly enhance
your church’s resource base. We have a variety of planned giving resources
available including a motivational video, seminar materials, and a
comprehensive set of follow-up materials. Check out these resources on the
menu to the left, give us a call at (800) 659-7445 or click "contact
information" above and tell us how we can help you..
