Planning Level



In addition to helping you create Giving Guidelines, we can work with you to: 

Create an application process based on your Giving Guidelines.

  • Would you like to receive donation requests online? By email? By mail?
  • What will your application look like?

Create or streamline your process for accepting donation requests.

  • Who will receive the applications for your business?
  • What happens when applications are received?
  • How will you keep track of the requests?
  • Who will make the giving decisions?

We will help you develop the tools you need to simplify your charitable giving process.