PG Team® - Fractional Planned Giving Staff

Properly designed and implemented, a proactive planned giving program can provide financial stability and vital growth opportunities for nonprofits. Many organizations would love to establish such a program, but they lack the resources to do so. With limited budgets, hiring a knowledgeable and experienced planned giving officer is a nonstarter. Retaining a fractional planned giving expert, however, can provide a practical and resourceful way for organizations to clear this hurdle.

The importance of planned giving

The substantial impact of planned giving provides nonprofits the opportunity to build long-term sustainability and financial security. Bequests, trusts, beneficiary designations and other legacy giving vehicles can ensure a steady income stream to build and sustain programs and services, and even help organizations weather economic downturns. Yet despite the immense value planned giving brings, many nonprofits do not or cannot focus their efforts in this area due to a lack of expertise or dedicated staff.

This is particularly disheartening considering the typical planned gift is 200-300% larger than a donor’s annual gift to an organization. In addition, we are currently in the time of The Great Wealth Transfer - the mass transfer of $124 trillion from Baby Boomers to younger generations through 2048. This represents more than a generational financial shift; it is a critical opportunity for nonprofit organizations to leverage the power of planned giving. With experts expecting roughly $18 trillion to be donated directly to nonprofits during this time, the question is not whether to incorporate planned giving but how to do so effectively and efficiently.

the fractional planned giving specialist - the smart solution

PDA’s PG Team® service adds a Certified Specialist in Planned Giving (CSPG) to your development team at a fraction of the cost to search for, hire and retain full-time planned giving staff. With PG Team® your organization can respond quickly and effectively to planned giving donors and prospects. With the ability to identify, cultivate, educate, and help guide your donors in their legacy giving journey, you’ll develop a robust and proactive planned giving program that doesn’t simply provide marketing information to your loyal donors - you’ll be receiving some of the largest gifts your donors have ever made.

Your CSPG will work with your development team to uncover donors who have an interest in discovering how they can make meaningful legacy gifts to support your mission. After qualifying their interest and needs, your CSPG will be available to review with donors and their advisor(s) various planned gift opportunities to help achieve their philanthropic and financial goals and allow them to leave a lasting legacy. Through your legacy giving program, 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. In turn, this will help educate and inspire additional planned gifts.

key benefits of a fractional planned giving specialist

Lower Compensation and Benefit Costs: Your fractional CSPG works on a contract basis, eliminating the need for benefits, insurance, or other full-time employee expenses. This makes them a budget-friendly choice for resource-challenged organizations.

Focus on Planned Giving: Unlike general development staff, your fractional CSPG will concentrate exclusively on building and managing your planned giving program. Their targeted efforts can drive significant results, such as cultivating legacy gifts and establishing processes to track and steward planned giving donors.

Extensive Experience and Certifications: Your fractional CSPG brings decades of expertise to the table, gained from working with multiple organizations. Your CSPG also holds the certifications of Certified Fund Raising Executive (CFRE) and Certified Specialist in Planned Giving, underscoring their credibility and deep understanding of fundraising best practices.

Scalable Engagement: Your fractional CSPG can adjust their level of involvement to meet your needs, whether it’s setting up a planned giving strategy or managing a full program. This flexibility makes them ideal for nonprofits at various stages of growth.

Why pda is the right partner

PDA is a recognized leader in providing nonprofits with the expertise and services resulting in transformational giving, and we understand the unique challenges nonprofits face in implementing planned giving programs. That’s why we developed the PG Team® program to help your organization develop the advanced planned giving program you thought you couldn’t afford, unlocking the potential of legacy giving.

Don’t let budget constraints hold your nonprofit back from securing its future. Consider the PG Team® fractional CSPG solution as the catalyst for building a planned giving program that sustains and grows your mission for generations to come. PG Team® plans start at as little as $1,200/mo.

Reach out today to schedule a free consultation to explore how PDA and PG Team® can help your organization thrive.

- 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