PG Team® - Retained Planned Giving Staff

The process of donors committing to make a gift in their estate plans is an integral part of nonprofit fundraising. Bequests left in a will and other planned gifts have a major impact on a nonprofit’s ability to support the future of their organization. Yet typically only the most well-funded nonprofits have historically maintained robust planned giving programs. For smaller organizations, these programs have generally been regarded as a “nice to have” instead of a “need to have.”

PDA’s PG Team® service adds a Certified Specialist in Planned Giving to your development team at a fraction of the costs involved in hiring a full-time planned giving officer. With PG Team® you’ll have the ability to respond quickly and effectively to planned giving donors and prospects. You’ll transform passive planned giving marketing efforts into a robust and proactive program closing new planned gifts on a regular basis.

Your Certified Specialist in Planned Giving (CSPG) will work with your team to uncover donors who have an interest in learning more about how they can make meaningful estate gifts to support your mission. After qualifying their interest and needs, your CSPG works closely with your donors and their advisor(s) to develop planned gift arrangements to achieve their goals and allow them to leave a lasting legacy. Your CSPG will also help you uncover donors who have already made arrangements to support your mission without your knowledge so you can recognize and celebrate them today, which in turn will promote more planned gifts tomorrow.

With PG Team®, you’ll develop the advanced planned giving program you thought you couldn’t afford. Please contact us for a free consultation to determine if PG Team® is the right fit for your organization.

- I have come to respect PDA's profound understanding of all aspects of fund development - especially planned giving. They are consummate development professionals with incredible managerial skills, and a delight to work with. -

Lynne Pietz, Executive Director of Development - Hinds Hospice