How do I use the Fundraising Optimization Guide for planned giving?

Overview 

The Fundraising Optimization Guide helps you track conversion rates for planned giving information requests and, with the DonorTrends add-on, identifies your best planned giving prospects. 

Step 1: Access the Fundraising Optimization Guide 

1. Navigate to the Fundraising Optimization Guide section 

2. Look for the Planned Giving section within the guide 

Step 2: Review the performance graphs 

1. Examine the graphs showing conversion rates of donors who requested planned giving information 

2. Analyze trends in conversion rates over time 

Step 3: Use predictive analytics (DonorTrends add-on only) 

1. If you have the DonorTrends add-on package, navigate to the predictive analytics section 

2. Review the list of donors identified as likely planned giving prospects 

3. Note the predictive scores to prioritize your outreach efforts 

Step 4: Create action plans based on insights 

1. Identify donors with high conversion potential 

2. Create planned giving action plans for priority prospects 

3. Schedule appropriate follow-ups based on the data 

Not quite what you were searching for?

• Navigate back to the Planned Giving Resource Index.

How do I use the Fundraising Optimization Guide? | How do I find planned giving prospects? | How do I track planned giving conversion rates? | How does DonorTrends identify planned giving prospects? | Where can I see planned giving analytics? | How do I prioritize planned giving prospects? | How do I use DonorTrends for planned giving?