Planned Giving

Meeting long-term needs is essential to the success of every not for profit organisation, and using an endowment campaign encouraging planned gifts, can be a useful strategy.

FMC Australia can work with your staff, leaders and volunteers to assist in preparing a successful planned giving programme. This may include development of an effective marketing programme, donor recognition plan, donor record and prospect tracking systems.

FMC Australia can also work with you in developing specific policies to ensure good management of those gifts and individual assets you do acquire. This may entail creation of customised manuals containing objective and realistic timelines, guidelines, and defined responsibilities for staff and volunteers.

FMC Australia also offers support services that can include specific gift and tax calculations, technical expertise on gift planning, tax law updates, ways to overcome prospect objections, specific prospect strategies and follow-up activities.