Planned giving has been an integral part of RDI consulting services since the company was founded. The ideal planned giving program works in full cooperation with a charity's current gifts and major gifts program. RDI has served as planned giving counsel to some of the nation's finest planned giving programs including service to the Moody Bible Institute of Chicago since 1983.

Experience has taught us that people give primarily to causes in which they believe. By targeting those donors already committed to an organization and its needs, new planned giving relationships are cultivated, often resulting in increased annual giving as well. Our expertise in maximizing the client donor base and increasing donor awareness through education has resulted in numerous successful planned giving endeavors for some of America's finest nonprofit organizations.

More than twenty-five years of planned giving consulting experience has helped RDI to develop numerous benchmarks for a successful planned giving program. Those benchmarks include:

• A charitable organization's board and administration must be committed to and have a long-term view of planned giving to achieve real success;
• The committed donors of an organization are always the best planned giving prospects;
• Planned giving marketing materials must be visually appealing to donors and prospects, while being cost effective for the charity;
• Planned giving marketing must be consistent and persistent to donors whose life experiences often affect their decisions about estate planning and planned giving;
• Relationship building is always crucial to successful cultivation of planned giving prospects;
• Training of planned giving and development staff in the basics of estate planning and planned giving is essential;
• Most planned gifts are cultivated and closed around a donor's kitchen table, RDI is committed to provide field training and consultation with planned giving staff as they work with their prospects and donors;
• Personalized Tax Impact Statements and Gift Proposals lead to completed planned gifts, RDI has provided both services for over 23 years.

There is no better time than today to start or upgrade a planned giving program. Along with our staff of trained fundraising professionals, we employ a Certified Financial Planner and the counsel of a tax attorney to keep pace with changing tax laws and to assist with complex estate planning cases and gift proposals. Also included in our wide scope of client services are comprehensive training for development and field staff, on-site consultations, assistance with donor visits and the formalization of the gift.

Because advertising is key to any fundraising endeavor, publications that motivate constituents to think about their wills, their families, their estate plans, and your institution are critical. RDI offers informative, easy-to-read newsletters and four-color brochures that introduce donors to giving opportunities such as wills, trusts, gift annuities, life insurance and appreciated property.

Whether you are new in the planned giving field or wish to expand an existing program, RDI Consulting has the knowledge and experience to help your organization realize its full potential through the development of a solid financial base. If you are interested in learning more about RDI's Planned Giving Consulting services, call us at 1-800-659-7445 or e-mail us at resources@RDInow.com.

---

About RDI  |  Development Services  |  Consulting Resources  |  Training - Resource Institute
Products  |  Featured Projects  |  e-resource  |  RDI Clients  |  Giftlaw  |   Links   |   Contact RDI  |  Home

4023 Catalina Drive  |  Jefferson City, MO 65109
Toll Free Phone/Fax: (800) 659-7445
© RDI, LLC 2007