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Request for Proposals | Planned Giving Campaign Support

  • 07/07/2021 2:38 PM
    Message # 10735649
    Christine Teed (Administrator)

    Request for Proposals | Planned Giving Campaign Support | Teach For America (TFA) Greater Chicago - Northwest Indiana

    Contact:
    Josh Hoen   josh.hoen@teachforamerica.org

    TFA Greater Chicago - Northwest Indiana is at a phase of organizational life conducive to launching a planned giving campaign. We have a large, committed and sophisticated donor base that would likely be receptive to a planned giving appeal. In fact, TFA Greater Chicago - Northwest Indiana recently received a surprise, uncultivated $2M bequest from a long-time supporter, which reflects the magnitude of the potential opportunity of a thoughtful and proactive planned giving campaign.

    That said, while TFA has the financial infrastructure nationally to accept bequests, we have no expertise locally in Chicago on how to launch or execute a planned giving campaign. We are looking for a vendor to: 

    • Validate that the timing and conditions exist at TFA Greater Chicago - Northwest Indiana for a planned giving campaign to make sense
    • Partner with local staff to set goals and milestones for a planned giving campaign,  develop a planned giving prospect list, and develop a planned giving pitch and materials 
    • Manage the implementation and progress monitoring of the planned giving campaign


    Last modified: 07/13/2021 3:08 PM | Christine Teed (Administrator)

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