How do I search using Activist Codes for planned giving prospects?

Overview 

Activist Codes can track when donors request planned giving information, making it easy to identify interested prospects. 

Step 1: Ensure Activist Codes are applied consistently 

1. Apply appropriate Activist Codes whenever someone requests planned giving information 

2. Codes can be applied manually after individual conversations or requests 

3. For direct mail responses, use Bulk Upload to apply codes to multiple contacts 

Step 2: Access the Create-A-List feature 

1. Navigate to Create-A-List

2. Locate and expand the Activist Codes section 

Step 3: Search for contacts with planned giving interest 

1. Select the specific planned giving information request Activist Code(s) 

2. Use the Count filter to find contacts who have expressed interest multiple times 

   1. Enter minimum and maximum values to specify how many times the code has been applied 

   2. For example, enter "5" to "10" to find contacts who have requested information 5-10 times 

Step 4: Run your search and review results 

1. After setting all desired criteria, run the search 

2. Review the list of contacts who match your criteria 

Not quite what you were searching for?

• Navigate back to the Planned Giving Resource Index.

How do I track planned giving interest with Activist Codes? | How do I find donors interested in planned giving? | How do I search for planned giving prospects in Create-A-List? | How do I use Activist Codes for planned giving? | How do I find contacts with multiple planned giving requests? | How do I search by Activist Code count? | How do I identify planned giving prospects in EveryAction?