Gift Planning Take Donors From Listening to Feeling… Gift Planning extends to any gift of a significant nature that involves thoughtful planning with consideration for the financial implications to the donor and the benefit to the charity. These gifts, which can be deferred or current, are often of a more complicated nature than other major gifts. They may involve a bequest or an insurance policy, a gift of securities, or even property. Critical to any successful fund development program, gift planning requires patience and a considerable investment of time. Good research, an understanding of your donor base, and a rigorous action plan that sets the pace for your practice is also important and provides the standard against which you can measure your progress. RBR can assist you by: Assessing your current program and identifying opportunities for growth Assisting with the development of a Gift Planning Action Plan Building strategies to help ensure program growth Providing orientation and coaching to your staff and volunteer leaders The return on your investment is well worth the call today! "If they can get over these hurdles and they can build a program, it will make a significant difference in their programs, their festivals, and what they’re trying to do and deliver in their mission." Rosalie Courage President, RBR Home > Our Services > Gift Planning CONTACT US Halifax Office RBR Development Associates Ltd. 1959 Upper Water St. Suite 1301, 13th Floor Purdy’s Wharf Tower One Halifax NS B3J 3N2 Tel: 902-423-4390 Toll Free: 1-800-563-4390 Email: bplatt@rbrdev.com Toronto Office RBR Development Associates Ltd. 2 Bloor Street West Suite 700 Toronto ON M4W 3E2 Tel: 1-416-966-4243 Toll Free: 1-800-563-4390 Email: bplatt@rbrdev.com FOLLOW US © 2020 RBR Development Associates Ltd.