10 Steps to Get Going

Ten Steps to starting an introductory program

Make sure everyone who answers the phone has your group's charitable registration number handy and your full legal name.

Look at your donor list and estimate how many supporters you have who are 55+ plus.

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Identify a potential champion on the Board (or your CEO or Finance Director) who could become your advocate for your gift planning efforts.

Make a list of donors who have supported your organization for several years. Loyalty is a key factor in identifying gift planning prospects.

Take the first step to write a basic Gift Acceptance policy, download the simple l-page template in our course.

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Identify and get to know the professional advisors in your organization's community.

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Update your listing on our main website so donors can find you and also update your listing at Canada Helps.

Don't delay because you're not an expert yourself. Putting a gift planning program on hold because you don't have in-house expertise isn't necessary. Plant the seeds today for significant future income for your organization.

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Last modified: Tuesday, 20 November 2018, 11:00 AM