Planned Giving Scorecard

Do you desire to implement a robust planned giving program for your organization, but others question whether your nonprofit is up for such a challenge? Are you interested in finding a solution to motivate your Board of Directors that this is the right path for future sustainability? The Planned Giving Scorecard could hold all the answers!


The Planned Giving Scorecard is a virtual assessment of the preparedness of your organization to develop a new planned giving program or to enhance your existing one. Our benchmark of similar organizations can serve as a helpful comparison for your leadership.

The results are based on less than 25 questions designed to evaluate your selected stakeholders’ thoughts and expectations of a planned giving program. This assessment not only analyzes the readiness of your organization to embark on a new charitable campaign, but also identifies strengths and weaknesses that might help or hinder your approach. Your participants could include leadership, board members, donors, volunteers, staff, and more.