How do you feel about the knowledge of an entire gift planning team at your fingertips within seconds?
Planned Giving Research
Research at your fingertips within seconds. Find research on any planned gift technique by any combination of asset type and charitable vehicle. If you encounter a new gift concept, chances are you’ll find a checklist for closing this gift from inception to realization.
Custom Donor Proposals
GiftWizard™ cuts the hassle
of document creation by providing you with a suite of proven tools available wherever there’s an internet connection. Customization is at the heart of what we provide, so your proposals will never feel generic.
Documents
Important customized documents are necessary to run a robust Planned Giving Program.
Donor Education Tools
Donors can benefit from checklists, and especially visual flowcharts, just as much as a gift planner. Information can be overwhelming for donors, leading them to make the wrong decision because they did not invest the time or energy to learn everything they needed to about the issue.
Our Users have insight into the most popular and effective client/donor charitable planning presentations used today.
Respond to Donor Questions Faster
Some of the best opportunities to create value for donors come from quickly addressing their challenges in times of need – the unscheduled client call with what “should” be a straightforward planning question that has significant consequences. But if the planner is preoccupied or distracted, they may not give the most thorough answer or not remember to ask the appropriate probing questions.
Improve closing your planned gift ratios and personal productivity.
Uncover More Gift Planning Opportunities
Sometimes, gift planners may not connect the dots between two seemingly separate planning issues. In reality, many planning issues are interconnected, and advice in one area can open discussions in other areas.
A Quick Introduction to a New Concept
Using a checklist or flowchart before researching a gift planning issue is akin to providing a 10,000-foot overview.
Avoid Careless Errors
Some of the best opportunities to create value for donors come from quickly addressing their challenges in times of need – the unscheduled client call with what “should” be a straightforward planning question that has significant consequences. But if the planner is preoccupied or distracted, they may not give the most thorough answer or not remember to ask the appropriate probing questions.
Study Tool
For new gift planners working toward their CFP, CAP, or other certifications, checklists and especially visual flowcharts can be helpful study tools to help make a concept “stick” and easy to recall. In these cases, flowcharts excel due to their ability to illustrate not just the rules but also the nuances and exceptions associated with the rules in a visual format most conducive to most visual learners.
