Showing appreciation for planned gifts and honoring the donors who give them are integral to an effective planned giving program and simple good manners. For most of us, however, it is easy to overlook this important aspect of donor services unless we have written standards and procedures that are routinely monitored. These policies can be divided into three categories.

In its simplest form, the case for support is a philanthropic investment prospectus: a straightforward document that tells prospective donors what your organization hopes to accomplish with their philanthropic gifts.