Getting Started
After setting up your Planned Giving program, you can identify prospects and track your results through several search methods and specialized reports. The system provides tools to help you identify potential planned giving donors, monitor cultivation efforts, and analyze program performance.
Feature Details
Planned Giving functionality allows you to track prospects and donors throughout the cultivation process, from initial interest to commitment. The Fundraising Optimization Guide helps monitor how effectively you convert donors who request planned giving information. For organizations with the DonorTrends add-on package, predictive analytics can identify which donors are most likely to be receptive to planned giving conversations.
Searching for planned giving prospects can be accomplished through multiple methods. Activist Codes provide a way to track donors who have requested information about planned giving, making it easy to identify those who have shown interest. The Planned Giving section in Create-A-List offers detailed search fields specific to planned giving plans, allowing you to filter based on gift type, status, estimated value, and more. These search capabilities help you build targeted lists for outreach and follow-up.
Feature Navigation
Read more about:
- How do I use the Fundraising Optimization Guide for planned giving?
- How do I search using Activist Codes for planned giving prospects?
- How do I search using Planned Giving details?
- How do I use the Planned Giving Report?
- How do I use specialized planned giving reports?
Tracking Your Success / Reporting
Multiple reporting options help you monitor planned giving program performance. The Planned Giving Report provides an overview of contacts with planned gifts, total revenue raised, and conversion rates from information requests to commitments. This report can be customized with additional columns and filters to create shareable reports.
For more specific analysis, specialized reports are available for particular gift types, including the Bequest Report, Annuities Report, Trusts Report, and Pooled Income Funds Report. Each of these provides detailed information about their respective planned gift types, including beneficiaries, intended distributions, and contributions.
Transition Statement
By effectively using these search and reporting tools, you can identify your best planned giving prospects, track cultivation progress, and measure the overall success of your planned giving program.