Planned Giving RFP
- This RFP was uploaded by the owner.
Developing a targeted planned giving program is a priority for the organization. The goal is to consistently grow 1941 Legacy Society membership and triple annual bequest revenue over the next five years. The transition from a federated structure to a single corporation ("One USO") provides an opportunity for growth in all facets of planned giving. We want to develop a marketing plan/strategy that will resonate with key constituents, identify new gifts and provide meaningful stewardship of donors at the national and local level. Although planned giving should be available to all constituents, the focus should be on the silent generation and baby boomers that make up a large segment of the donor file. A systematic marketing effort with consistent branding and messaging will be a big key to success.
