The good news: your donor list probably has some very strong planned giving prospects on it. The challenge: the factors that highlight donors likely to give major gifts aren’t the same for planned giving donors. How do you identify planned giving prospects? By understanding the different philanthropic and wealth markers that correlate with future planned giving. Learning objectives: • Factors that identify planned giving donors • Free, low cost and premium tools to identify planned giving donors
THe objectives of this session are to:
1. - Identify the philanthropic and wealth makers that best predict planned giving donors
2. - Highlight free, low cost and premium tools to identify and research planned giving donors
3. - Explain how to analyze data that points to planned giving donors and how to formulate approach strategies
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