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Services Include:

Planned Giving

The rewards of a planned giving program (e.g. charitable trusts, gift annuities, gifts of residences, insurance, wills/bequests) can be immense for many nonprofits. Yet, few organizations are actively pursuing such gifts in an organized, on-going fashion.

Cummings Co.'s planned giving counsel is designed for Volunteer Driven Programs imparting strategy, planning, and coordination. We know planned giving and can assist your organization in:

  • establishing a planned giving program;
  • formulating a gift acceptance policy for planned gifts;
  • preparing promotional materials;
  • forming a volunteer planned giving committee;
  • collaborating with the planned giving committee in the identification, cultivation, and solicitation of prospects.