e-Allied Professional Program
Be the gift planning pillar for allied professionals – attorneys, accountants, financial planners and advisors – associated with your organization. Help allied professionals explore estate planning, tax planning, trust planning, gift annuities, bequests, and more.
e-Techniques: Build Relationships with Allied Professionals
In this challenging economy, doing more with less is a concept that’s at the core of all our planned giving and major gift marketing efforts. That is why EDS created e-Techniques: To provide development departments with an allied professional marketing tool that is:
- Branded for your organization
- Economical and easy to administer
With e-Techniques, the attorneys, accountants, and financial advisors on your mailing list receive a quarterly e-mail with links to:
- an in-depth presentation of important planned giving concepts
- a comprehensive library of gift planning topics
- sites you personally specify
Planned giving departments receive:
- notification that the e-mail has been sent
- a personalized portal that lets you examine activity by e-mail address
- access to an extensive library of planned giving information
- a unique electronic marketing system designed to provide vital results at a minimum of cost and effort