There are a number of critical drivers that are important for a nonprofit’s success. An organization needs to implement proper board structure, establish policies, have prudent management of investment assets and having a working knowledge of planned giving tools and trends in philanthropy. While this sounds daunting, partnering with the right consultant can make this process manageable.
One responsibility of many board members is to introduce potential donors or centers of influence to the staff. Board members are not expected to be experts on planned giving tools and trends in philanthropy but to recognize planning opportunities for the donor and organization. We can help nonprofits by training the board on planned giving and trends in philanthropy.