How To Move Your Planned Giving Program Forward in the Next 10 Minutes

 

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Pick up the phone and call your top planned giving prospect.

 

Don’t know what you’ll say? Then review their history to determine what your strategy should be.

 

Don’t know who your top prospect is? Then go through your list to identify the top ten planned giving prospects.


Don’t have a list? Then screen your donor database based on FLAG – frequency, longevity, age, and gender to create a list of 100 prospects.