Prospect research has been equipping major giving officers with information on prospects for decades, but planned giving officers have often worked only with age information to identify their prospect pool. Start using common research tools to mine your data to identify top level planned gift prospects. You’ll be able to easily answer the questions: How do planned gift donors profile differently from major donors? Are some prospects more likely to respond to a specific cultivation technique or another? Learn how to identify planned giving prospects so your organization can approach them, from the start, with the offering most likely to get the best return.
Original white paper, conceived by Katherine Swank, J.D., researched and co-authored with Michael Quevli, 2011. Presentation created by Katherine Swank, J.D., 2012.