Planned Giving

The most successful not-for-profit institutions in the country have, over time, developed significant endowments and board designated funds, most often as a result of bequest intentions and a long-term commitment to this growth.  These assets have created organizational stability and fueled growth. All forward thinking organizations must not only focus on short and medium term needs but also on the long-term needs of the organization and the mission they seek to achieve.

We Work With Our Clients

Most not-for-profits promote planned giving solely through marketing means. The most effective approach is not marketing but adhering to time-tested fund development best practices. This includes the personal identification, education, cultivation, solicitation and stewardship of organization donors. Accordant Philanthropy® adheres to these principles when designing or rebuilding clients’ planned giving programs. 

Accordant finds almost no organizations have a properly articulated Planned Giving Case for Support which serves as the basis to approach donors for this most meaningful gift. Accordant starts with the case and will work with our clients in a strategic manner to build or grow a program based on planned giving data and donor demographics.

Contact us to hear how we can infuse energy, focus and purpose into this imperative long-term program initiative.