Sample goal trackers

Download two sample frameworks to track progress toward planned giving goals. The samples represent the high end of detail. Even a framework with 10% of these goals will be helpful! The key is to set some activity goals related to stewarding potential planned gifts. Doing something is better than doing nothing.

Here’s what you’ll find:

Sample measurement framework #1

This framework contemplates adopting Embolden’s Meaningful Conversations program to execute a planned giving initiative or “campaign” integrated into existing development activities across all gift types.

Sample measurement framework #2

This framework helps you set goals for donor engagement, stewardship, finance, marketing, and staff as you build and execute the legacy component of your planned giving strategy.