Fundraising 101: 10 Things You Need to Know About Planned Giving

10. Acknowledge that you need help
Every planned-giving program needs help from paid and volunteer advisers. You need to develop a network of legal and financial professionals who enhance the publicity about your program, add a sense of confidence among donors and prospects, and provide advice in their areas of expertise. Whether your charity has been around for months or centuries, and whether you're new to this profession or seasoned, building a network of skilled and trustworthy professional advisers will open doors, open eyes and save 
you from many pitfalls. Only select professionals who are charitably inclined, and avoid those with sales pitches to sell their products but offer only dubious benefits for your charity.