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

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The Calculator Has Spoken!


That high score should make you feel good about your future in planned giving.

Of course, the point of the Readiness Calculator is NOT to separate winners from losers. It’s to enable EVERYONE to ramp up their operations to easily close more and bigger gifts with planned giving.

Your score shows you’re a little farther along in the process than others – but it shouldn’t make you cocky. There isn’t anyone in fundraising who wouldn’t benefit from a little self-improvement. As a matter of fact, you should be very skeptical of results that seem to indicate you don’t have any improvements to make on your organization or in your own knowledge base and skill set.

Because “good enough” never is. The number the Calculator gave you is a snapshot of where you and your organization are now in relation to where you want to be.

And what we’re going to do now is explain how to reach that goal. The good news is it’s not rocket science. All you need is motivation (and you’ll have to develop that yourself).

So let’s look more closely at the original Readiness questions and answers to see how to really get your program in gear.

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Calculator vs. Questionnaire

First we will examine the questions the calculator asked you, and your responses to them, so it will be a good idea to download our Readiness Questionnaire document. It's basically just the calculator in the form of a questionnaire. You can print it out and hold it in your hand, make notes on it, share it with others, cross things out, get messy, etc. And eventually you'll want to do all these things because you're going to be using it a lot!

Download the file and print out a few copies now.

Identifying Goals

A key feature of the Readiness Calculator you just used, and the Questionnaire you just downloaded, is that they function as diagnostic tools.

How? Your aggregate score is made up of the numerical answers you gave to specific questions. Look first at those questions for which you scored lowest. That's where your organization needs work. That's where you start making improvements.

By the way, if you got nothing but high scores, our advice is: look again. These Readiness numbers are only as accurate as your own self-reporting, and every fundraiser should remember to distrust any evidence that seems to say, "You don't have any work to do!"

More Solid Numbers

How do you make sure your Readiness scores are solid? Simple – just get more people in your nonprofit to answer the Questionnaire.

Then you can average the aggregate (overall) scores. This "spreads out" individual inaccuracies and makes them insignificant.


  • You can average the scores for individual Questionnaire questions for the same effect. You may find this helpful as we progress to the detail level (see "Let's Break It Down").
  • You can give greater weight to the answers given to specific questions by your colleagues in specific departments. For example, when someone from your Finance Department gives you an answer to Question #6 about financial stability, you can give their answer greater weight because that's their field. Similarly, you can give greater weight to the answers you get from members of the Board about how interested they themselves are in planned giving (Question #5)!

We know you're a fundraiser, not a statistician. And you don't have to be a numbers expert to get plenty of useful Readiness information out of the Questionnaire.

Sometimes keeping it simple is best. That's up to you.

Let's Break it Down

At the upper right you see the individual Readiness Questionnaire questions. Click on each to display more detailed discussion of the question, and specific areas you can focus on to increase your score.

Or you can just click "Continue."

You'll also find Reinforcement Resources for each question. These will lead to you even more helpful online content addressing these issues.

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1. We have a mission statement.

Reinforcement & Resources

  • Invest one hour a week for one year to close more and larger planned gifts PlannedGivinginaBox.Com
  • Downloadable, customizable, ready-to-go planned giving content, tools and know-how PlannedGiving.Com
  • Discover the best planned giving websites in the world — and more! VirtualGiving.Com

This question is intended to address:

  1. Whether your organization, in fact, has a mission statement,
  2. Whether personnel within the organization are aware of it, and
  3. Whether said personnel are conversant with it.

Clearly, a low score on this question implies weakness in one or more of these areas.

Raising scores is simply a matter of composing a mission statement if your organization does not have one, communicating this statement to individuals within the nonprofit, and cultivating understanding of the statement among them.

When composing a mission statement, bear in mind the following:

  • The donor-centered approach means your statement should speak to them clearly without complicated language. Your statement is not a bureaucratic document — it's a rallying cry to your supporters.
  • Donors want to know who you help and how you help them. Be specific.
  • You should craft your statement to engage your prospects' beliefs and emotions.

In making sure your whole organization is up to speed on the content and meaning of your mission statement, use the "elevator metaphor":

Imagine you're riding up in an elevator with a prospect. How would you describe your mission in the most concise and compelling way in the 30 seconds before the elevator reaches its destination?

In most cases, a shorter mission statement is more memorable and effective at conveying your message. In fact, many organizations are foregoing the paragraph-long mission statement in favor of a pithy mission statement that reads more like a tag line. Regardless of the type of mission statement you elect to create, once you have your official mission statement, work with your colleagues to develop this understanding.

Your mission statement is your nonprofit's reason for being. It is the very core of what attracts your constituents.

Your mission is to establish it and communicate it.

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2. Our mission will still be relevant in 50-100 years.

Reinforcement & Resources

If the good work your nonprofit intends to do will have no relevance after one or two lifetimes, how can you make a case for planned giving? Your donor needs to know that their legacy will be changing lives for the better long after they themselves have gone. Otherwise, what does leaving a legacy mean?

You're not going to have a great deal of success selling your supporters on "immortality" with an expiration date.

This question is intended to reinforce your understanding and appreciation of how important these issues are in the successful promotion of planned giving. Remember:

  • Planned giving is NOT about death.
  • Planned giving is about donors' beliefs, hopes and dreams.
  • Planned giving is about them achieving immortality through their philanthropy.

Therefore you must consciously compose and communicate your mission statement to prospects in a way that creates compelling images of positive giving outcomes into the indefinite future.

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3. We have a compelling need for charitable support to sustain our mission.

Reinforcement & Resources

If your nonprofit has no compelling need for charitable support, you're going to have a heck of a time convincing prospects that they should leave you a legacy! But a low score on this question is more likely to mean your organization has not focused on articulating its compelling need for charitable support. It also means it's time you started.

Your mission statement tells supporters what you do. This compelling case for charitable support explains in no uncertain terms why you need their help to continue to do it in the future.

Explaining this case to your prospects is another opportunity for you to be donor-centered. Keep your audience in mind:

  • They want to know what kind of good your organization could do.
  • They want to know who will benefit and how.
  • They want to know how they can help.
  • They want to see illustrations of real outcomes from past and potential gifts.

The donor focus helps you engage their hearts and minds, enlist them in your cause, and create a better future together.

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4. We have an effective strategic plan to implement our mission.

Reinforcement & Resources

"If you fail to plan, you are planning to fail"

— Benjamin Franklin

Even charities with a well-articulated mission statement and case will not garner support without a strategic plan to engage supporters in the life of the charity in a donor-centered way. Most charities spend their time trying to figure out how to separate prospects from their money. What if instead the charity had a strategic plan that:

  • Proposes how to engage prospects in the life of the charity now and for the future?
  • Encourages volunteer leadership and staff to build meaningful relationships between prospects and the mission of the charity?
  • Keeps board members and staff on track, even in years when the budget is tight or positions turn over?
  • Creates opportunities for long-term outcomes which appeal to legacy donors?
  • Includes detailed action steps and in a month-by-month approach that ensures your charity stays on track?

Think of your strategic plan as the manual telling everyone at your charity today, tomorrow and five years from now what needs to be done to garner support for the mission. It will include both a calendar with short-term, intermediate and long-term goals, as well as a detailed set of instructions of how to move forward. It is a living, breathing document to keep you on course, but also able to adapt to changing circumstances over time.

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5. Our staff and Board leadership are interested in pursuing long-term support.

Reinforcement & Resources

When respondents give a low score on this question, what they're saying is, "Planned giving? Who cares?"

There can be a lot of reasons why someone might feel that way about planned giving, though it's unlikely that you do since you have already shown you are interested in learning more. Simply put, the reasons for promoting planned giving for your nonprofit are so compelling that anybody who's not interested is simply unaware of these advantages.

(Of course they may be the kind of person that's not interested in anything – but that situation is beyond the scope of this website.)

The only way to counteract lack of information is for you to get the facts out there to the various levels of stakeholders within your organization. Show them why the case for planned giving is compelling. The proactive approach is for you to take the lead as an advocate for planned giving. Become the PG cheerleader. Become an information source.

Look at it this way: Planned giving needs to find supporters within your nonprofit – preferably unanimous support – before you can effectively seek planned giving support from prospects outside your organization.

This shouldn't be an uphill fight. Planned giving sells itself. But here's one technique you can use on anyone who resists common sense: Make that person think that they thought of the idea!

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6. We are financially stable.

Reinforcement & Resources

If your organization's financial house is built on sand, don't expect supporters to rush to invest in it.

An orderly fiscal house is required for successful promotion of planned giving:

  • Because donors serious about leaving a legacy will look into this issue themselves — or their accountants or lawyers will.
  • Because it is unethical to solicit large donations for an organization slipping into insolvency.
  • Because deferred gifts won't do any good if you can't pay the rent this month.

This is one more area where getting everyone in your nonprofit on board with planned giving is helpful. You'll need the financial officer's help to guarantee that your PG program is founded on rock.

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7. We pursue endowments to ensure our long-term future.

Reinforcement & Resources

Don't be one of those nonprofits that "don't 'get' it" about endowments! Because then you'll be missing out on a powerful means of strengthening your nonprofit and securing its future.

To find out more, you CANNOT do better that to simply read Debra Ashton's great article, It's All About Endowment: But Most Nonprofits Still Don't Get It

It explains everything, and hopefully will get you motivated to go after endowments for your organization.

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8. We regularly garner support from individuals.

Reinforcement & Resources

Do you have a revenue "pipeline"? On one level, starting a planned giving program is the process of building and operating such a pipeline — and enjoying its benefits.

How? Well, this question is basically asking if your organization has a constituency of supporters to whom you regularly reach out for donations. That's your prospect pool.

If you do not regularly ask for support, then it is very difficult to build loyal relationships with supporters over time. Without a group of regular supporters who are engaged in your mission and eager to see your charity continue its good works, it is very difficult to find planned giving supporters.

Imagine yourself as a prospective donor. A charity asks you to make an investment in their future, knowing that you will not be there to see if the charity uses the money for the purpose for which it was intended. Would you be more likely or less likely to make such a commitment if the charity was asking for current gifts and using them effectively? Almost everyone wants to see evidence that the charity is using past gifts well before committing to a planned gift.

Voluntary individual support is a necessary step for the success of all planned giving efforts.

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9. We have a group of loyal donors who have supported us in the recent past.

Reinforcement & Resources

In seeking your best prospects for planned giving, the key determiner is loyalty.

It doesn't matter how much these donors give; if they give you something every year, they should be your focus in cultivating planned gifts.

Identify the most loyal givers on that list – individuals who have given regularly for fifteen years, regardless of dollar amount. These are your best prospects. These are the supporters you want to cultivate first for planned gifts.

That's the "pipeline" — you already have a line of prospects waiting to hear your compelling reasons why they should leave a significant legacy to your nonprofit. As your annual giving effort continues to bring more supporters on board at the low-dollar, short-term level, your planned giving effort can select from them the most loyal donors and start them on the road to a significant gift.

When you harness all activities of your nonprofit to work together, you obtain maximum philanthropic traction. The most humble cash gift solicitation can start a giving relationship with a donor; cultivating that relationship and directing it towards ultimate gifts is what your planned giving program does.

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10. We have 1 hour per week for the next year to invest in planned giving.

Reinforcement & Resources

Come on! Did you actually get a low score on this question?

A simple rephrasing of the question would be: "Am I really serious about planned giving?"

Because if you don't have one hour a week, you're not trying.

Not when that hour can mean so much in the way of revenue for your nonprofit, fulfillment for your supporters, and accomplishment for your career.