Gift planning, broadly defined, encompasses the totality of a potential donor’s philanthropic endeavours with an institution. Marts & Lundy’s approach is to help our clients position their legacy giving effort strategically within the broader context of the organisation’s short and long term plans.
Whether you’re building a legacy gifts programme from scratch or you need to enhance an on-going programme, our counsel can provide the roadmap for your success. We can advise on the most effective approach for your programme, and help you build strategies for success with individual prospects.
To find out more about how we can help in this critical area, click here.