What’s your organization’s planned giving potential?

The U.S. is currently in the midst of the “great wealth transfer,” a 30-year cycle where $30 trillion will transfer from one generation to the next. Planned giving represents a huge opportunity for all non-profit organizations and it’s time to start having these conversations with your donors now.

At Trek Advancement, we pride ourselves on demystifying planned giving and have helped countless organizations incorporate this essential tool into their advancement operations.

Use our calculator below to determine your organization’s planned giving potential and give us a call to see how we can help you launched your planned giving program.

*Formula to calculate planned giving potential provided by Donor-Centered Planned Gift Marketing, Michael J. Rosen, CFRE