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.
What else do you need help with?
- Understanding Fundraising Optimization Guide
- How do I use the Increase Retention page?
- How do I use the Grow Sustainer Program page?