In 2010 giving by bequest was $22.83 billion.  Up 18.8%*.

How is your organization tapping into the growth of legacy giving?   Are your fundraising programs integrated so you prospective planned givers are being educated on their bequest and annuity options?

DonorTrends’ new approach to donor segmentation identifies, prioritizes, and profiles your prospective planned givers so you can focus on those most qualified and educating those likely to covert later down the road.

This new approach is explained in a free report called the

Masterfile Audit & Action Plan. The MAAP takes you through four steps:

Audit: Analyze and benchmark your fundraising performance.

 

Chart a Course: Recommend strategies to improve planned giving identification and prospect research.

Measure performance: Analyze how the recommended strategies directly impacts your bottom-line.

Action Plan: Develop a fundraising action plan to increase the number of donors that raise their hand for more legacy giving information.

 

Your journey to prioritizing your potential planned givers begins with understanding how your file has been performing. We assess this performance through a free report called the MAAP. This report of your donorfile is completely FREE and is ready for your review in less than six days.

Keep reading to go inside the contents of the MAAP.

Ready to get started? Complete the form at the top of the page or call us 1.866.948.9363.

Audit

Your free MAAP analyzes past performance, measures vital performance indicators, and then benchmarks your performance against the industry average.

Bonus! Included in this Audit are the 5 Fundraising Vital Signs. Click to learn the 5 metrics you should track to monitor the health of your fundraising program. (remember: don’t pay a dime for this information – it’s completely free!)

Chart a Course

The goal is to increase the number of donors that raise their hand for more information about your legacy program. Using your data, the MAAP charts a strategy designed to increase planned gift commitments. A clear path to improving planned giver identification and prioritization is revealed in your MAAP.

Measure Performance

We would never recommend adopting a new approach if you couldn’t prove its effectiveness. The MAAP tests and measures how the recommended strategies may impact your bottom-line. Understand how to quickly identify those most likely to convert – and those that need more cultivation before moving up to a planned giving portfolio.

Action Plan

Avoid Analysis Paralysis! What good is a bunch of data points that tell you the same old thing? Turn Insight into Action by understanding how prioritizing your donors into Willing and Able, Potential Planned Givers and Past Their Prime donor clusters can dramatically increase the number of prospects qualified.

What’s a donor cluster? Get your free MAAP today and find out. Complete the form at the top of the page to get started, call us, or chat with us live.

 

The Planned Giving Predictor™ gives you complete control of segmentation by offering three ways to target your audience:

1. Individual DonorScore™ (0 – 1,000)

2. Planned Giving Tier (1 – 10)

3. Planned Giving Actionable Clusters

Here’s a sample of the output that is returned to your organization.

 

Gone are the days of outrageously priced analytics that are built in a black box and delivered months later

• You decide what segment of the file will be output with DonorScores™.

• You decide how frequently you want updated scores and you select your payment schedule available at nominal CPMs:

• Once a Year

• Quarterly

• Monthly

• Refresh scores monthly at no additional charge.

• Your MAAP report is FREE! Complete the form at the top of the page to get started.

 

 

Kickstart your fundraising program today! Get started by completing the form at the top of the page, calling us or chatting with us live.

Are you still reading?!!? What are you waiting for? Get started today and your MAAP will be ready for review by next week.

 * Giving USA 2011 Report