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Planned Giving Readiness Calculator

Please indicate the degree to which you agree with the following statements.

10 = Completely Agree


  1. We have a mission statement.
  2. Our mission will still be relevant in 50-100 years.
  3. We have a compelling need for charitable support to sustain our mission.
  4. We have an effective strategic plan to implement our mission.
  5. Our staff and Board leadership are interested in pursuing long-term support.
  6. We are financially stable.
  7. We pursue endowments to ensure our long-term future.
  8. We regularly garner support from individuals.
  9. We have a group of loyal donors who have supported us in the recent past.
  10. We have 1 hour per week for the next year to invest in planned giving.
See Where You Stand

Calculating Results

You have some work to do on organizational fundamentals.

Take the Next Step

You have some work to do,
but will still be able to reap the benefits of planned giving.

Take the Next Step

You are well positioned to start promoting planned gifts!

Take the Next Step

Marketing Tools

All the donor-centric planned giving marketing tools you need to raise more and larger gifts easily.

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Readiness Calculator

You're already asking the right questions! Now try answering a few by using our diagnostic "Are You Ready for Planned Giving?" Readiness Calculator.

Start Here

No more excuses.

Your new planned giving program is here. It's in The Box.

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