Overview
The Identify Planned Givers page helps you track and improve your efforts to encourage donors to become planned givers.
Step 1: Open the Identify Planned Givers page
From the Fundraising Optimization Guide landing page, select the "Identify Planned Givers" opportunity.
Step 2: Review the potential impact card
Adjust the numbers to predict how generating more information requests will affect new planned giving commitments.
Step 3: Analyze your historical performance graph
Review the four-year history of information request generation and how it correlates to planned giving commitments.
Step 4: Implement action steps
Use the suggestions to target donors who should receive more information about planned giving opportunities.
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