Problem
An assessment revealed that An Achievable Dream successfully raised funds for its annual operations, but they had no planned giving program in place and were missing out on potentially millions of dollars each year through gifts in wills and estates.
Solution
SparkNonprofit developed a comprehensive planned giving program, working with staff to conduct donor research, create communication pieces, recruit professional advisors, and map out a strategy for asking for planned gifts. SparkNonprofit also trained the Achievable Dream staff on various types of gifts and coached them on how to spark gift planning conversations with donors.
Result
The Achievable Dream staff felt prepared and confident about asking for a broad array of charitable and planned gifts. They are ready to ask donors to help provide opportunities for future Achievable Dream students.
We are grateful for Allison’s expertise and experience as a planned giving consultant for An Achievable Dream. We wanted to provide our supporters and donors with the opportunity to impact our students for years to come, and Allison was instrumental in helping us accomplish this. Her process was very thorough, and her external perspective was invaluable as we developed a program for legacy giving.