The Gift Planning Advantage - Our Strengths and Approach
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Gift Planning Associates (GPA) specializes in the field of planned giving consulting to nonprofits, providing feasibility studies, lead generation mailings and seminars, board and staff training, evaluating gifting options with prospective donors, and working with prospects' advisors to answer questions and close the gifts.

We offer an unparalleled background in finance and planning, utilizing the research, reporting, and marketing techniques employed by the for-profit sector. One essential component of this approach is our feasibility study, which details specific planned giving strategies tailored to meet the needs of your organization and your donors. With the feasibility study as a foundation, we work with you to develop an individualized, executable marketing plan that will maximize results.

Our full range of services goes beyond highly effective lead generation to include extensive, one-on-one follow-up with donors and their advisors. During this critical phase, GPA continually maintains contact with prospects. We answer questions, address donors' concerns, provide unique alternatives, and facilitate the process that progresses from consideration to closing. The depth and sophistication of our in-house gift planning knowledge -- supplemented by the expertise of carefully screened legal, accounting, and other planning professionals -- leads to creative solutions that might otherwise be overlooked.

GPA's strong for-profit financial marketing orientation is balanced by twenty years of experience working directly with nonprofits -- a combination that makes us uniquely qualified to help clients overcome planned giving challenges. And, unlike some providers of "free" planning advice, we represent you and have your donors' best interests as our top priority -- not the sale of a service or product.

Gift Planning Associates approach to planned giving is unique in that it:

• Draws on extensive marketing techniques used in the for-profit sector.

• Is a full service agency with professionals available to assist in all phases of planned giving program design and execution (including research, media selection and design, follow-up, and gift closure). Our associates include copy/lay-out and web designers with proven lead generation potential.

• Is staffed to provide a continual presence. Someone is available within 24 hours to be on site — at your office or donor's living room — to close a gift.

• The principal and associates also have extensive experience in the financial planning area and are able to relate to the professional community on a peer basis.