LotusGiving

Expert planned giving support, sized to what your team actually needs.

Most organizations can't justify a full-time planned giving officer, and shouldn't have to wait until they can. Fractional support pairs the platform with an experienced practitioner who works alongside your existing team.

Talk to us
No full-time hire requiredProgram built in 90 days
A practitioner from day one

Program partnership

First 90 days
1 dayWeekly commitment
6Campaigns planned
31Intentions logged
AssessmentComplete
Program planShared
Spring campaignIn progress

Working session

This month's focus

Legacy society outreach
Board reporting pack
Continue

What a fractional partner takes off your plate.

Program design

A campaign calendar, segment plan, and messaging built around your donors rather than a template.

Donor conversations

Support on the harder conversations, from first inquiry through documented intent.

Reporting and handover

Clear reporting for your board, and documentation so the program survives any staffing change.

app.lotusgiving.com/stewardship
Quarterly legacy campaign1,240 loyal donors
Subject

A simple way to make your support last

We drafted this for your signature: a short note inviting long-time supporters to write a free will and consider including your mission.

Personalized with donor nameSend for approval
Outreach your fractional partner drafts, schedules and reports on.

A steady rhythm, not a one-time consultancy report.

01

Assessment

We review your donor base, giving history, and current capacity together.

02

Shared plan

You get a written program plan with owners, timing, and realistic targets.

03

Ongoing partnership

Regular working sessions, donor support, and reporting as the program grows.

app.lotusgiving.com/plan

90-day planned giving plan

Fractional partner · Dana R.
Program assessment and donor segmentationWeek 2
Microsite live with your brandingWeek 4
First legacy campaign to loyal donorsWeek 7
Legacy society launchWeek 10
Board reporting packWeek 12
A shared 90-day plan, so you always know what's moving.
app.lotusgiving.com/reports

Recorded intentions since engagement

Trailing 6 quarters
6
Q1
9
Q2
12
Q3
15
Q4
19
Q1
23
Q2

Reporting prepared as part of the engagement, not an extra ask.

Progress you can take straight to your board.

1 day

Typical weekly commitment from a fractional planned giving partner

90 days

From assessment to a running program with live campaigns

+19.7%

Average growth in recorded intentions in the first year

Placeholder figures — replace with your verified data before publishing.

Waiting for a full-time hire has a cost of its own.

Waiting for headcount

  • Planned giving added to an already full role
  • Expertise built slowly through trial and error
  • Programs that stall when the champion moves on
  • Board updates assembled from memory

With fractional support

  • A practitioner accountable for the program from day one
  • Experience applied to your donors immediately
  • Documentation that outlasts any single person
  • Reporting prepared as part of the engagement

Signs it's the right fit.

  • You have loyal, long-tenured donors and no one focused on legacy gifts.
  • Planned giving sits in someone's job description but never at the top of it.
  • Your board is asking for an endowment strategy you don't have time to write.
  • A previous champion left and the program stalled with them.

Talk to us about fractional support

Tell us where your program stands today. We'll follow up with a short conversation and an honest read on whether a fractional partner is the right next step.

  • A 30-minute conversation, no obligation
  • A practitioner matched to your donor base
  • Clear scope, timing, and cost before you commit

Are you a consultant looking to partner?

If you advise nonprofits on fundraising or planned giving, you can bring LotusGiving to the organizations you already serve. Tell us about your practice on our partners page and we'll follow up about joining the consultant network.

Apply as a Partner