Planned Giving Program Audits
Comprehensive Fundraising Plans
Readiness is an important part of developing a program to promote planned gifts. Fraumeni has developed an assessment model to determine agency readiness to begin or expand a planned giving program. Our firm also can conduct a review of an agency’s comprehensive fund raising plan and feasibility studies for capital campaigns.
“Vincent J. Fraumeni prepared a ‘Planned Giving Marketing Program Review and Recommendations’ for the community foundation I lead. Vince astutely assessed the existing marketing efforts used by The Community Foundation. As a result, we have altered our work, and the results speak positively for themselves.”
Dr. Jonathan Lorenzo Yorba President and CEO The Community Foundation Riverside and San Bernardino Counties