Identifying and Qualifying Planned Giving Prospects

How to discover the donors who wish to have an impact on your organization as part of their legacy. Identification of Planned Giving ProspectsProspective planned gift donors may be identified in one of several ways, including:Donor self-identificationProspect research leadsDevelopment officer referralsProfessional advisor referralsPersonal and professional networksTo facilitate donor self-identification, make it as easy as possible for donors to contact you for questions, information, or to let you know about their plans. Simple ways to make…