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How do you identify those who might be interested in a planned gift? Characteristics of planned gift donors include the following:
- Older Individuals (age 60 and up)
- Single or widowed
- Without children
- Often female
- Past history of involvement with the organization
- Have appreciated property
All planned givers certainly do not fit the above profile. However, many do and you should focus your efforts on individuals who have the above traits. You need a systematic method for identifying these individuals. Ways of identifying prospects include the following:
- One-on-One Visits. The best way to identify prospects is to go out and meet with them. Spending one hour in someone’s living room listening to their interests will help qualify prospects better than any other method.
- Purchase of Age and other Demographic Data. Age is probably the most important criteria in identifying planned gift prospects. Today, it is possible to purchase data that will identify ages for 80% or more of the individuals on your prospect list. You simply send your list of supporters to the vendor and they “match” it with names in their database. Other demographic information is also available. Below is a vendor who provides this service.
Experian
901 West Bond St.
Lincoln, NE 68521
(402) 473-4844
- Referrals. Referrals are a good source of prospects. Other staff, board members, donors, and allied professionals (attorneys, CPA’s, financial planners, etc.) are often your best sources for planned gift prospects.
- Mailings. Another good way to identify prospects is the use of special planned giving mailings that include a reply device. These reply devices allow the prospect to request further information.
- Certain constituency groups. Often an organization will have certain groups of supporters who are more likely to make planned gifts. For example, a hospital may have an auxiliary group of volunteers made up primarily of older females. This is a natural group to target for planned gifts.
Identification of prospects is the first step. Next steps include:
- Building relationships with the prospects
- Listening to their needs
- Presenting them with planned gift opportunities
Planned gift fundraising is not complicated. However, it takes focus. Let us help you outsource your planned gift program.
Our Services Include:
- Endowment/Planned Giving
- Executive Search Services for Fundraising Positions
- Fund Raising Feasibility Studies/Plans
A partial list of organizations that have benefited from our services include:
Academie Lafayette Charter School
American Lung Association
American Red Cross
American Royal
Amethyst Place
Arts Council of Metropolitan Kansas City
Armour Home
Avila University
Barstow School
Cancer Action, Inc.
Catholic Charities
Center for Management Assistance
Child Abuse Prevention Association
Children’s Mercy Hospital
The Children’s Place
City Vision Ministries
Colorado Boys Ranch Foundation
Community Foundation of Central Georgia
Community Foundation of the Ozarks
Community Foundation of South Wood
Community Resource Network
Cornerstones of Care
Council on Philanthropy
Crittenton
DeLaSalle Education Center
Dreams Work, Inc.
Foundation on Aging
Foxwood Springs Living Center
Friends of the Zoo
Greater KC Community Foundation
Greater Memphis Community Foundation
Greater Salina Community Foundation
Harvesters
Hays Medical Center Foundation
Health Resource Partners
Healthykansascity.com
Heart of America Family Services
Heartland Presbyterian Center
Hispanic Development Fund
Holy Cross Family Ministries, Inc.
Immacolata Manor
Jackson County Historical Society
Junior Achievement
Kansas City Art Institute
Kansas City Film Commission
Kansas City Hospice
Kansas City Public Library
Kansas City Public Television
Kansas City Symphony
La Crosse Wisconsin Comm. Foundation
Liberty Hospital Foundation
Local Investment Commission (LINC)
Marillac
Mattie Rhodes Counseling Center
Medical College of Virginia Foundation
Metro Growth Fund of Greater KC
Mid-America Coalition on Health Care
Midwest Bioethics
National Kidney Foundation
Oshkosh Wisconsin Community Foundation
Ozanam Home for Boys
Park University
Partnership for Children
Racine Wisconsin Community Foundation
Resource Development Institute
Rockhurst University
Saint Luke’s Hospital Foundation
SAVE, Inc.
Shawnee Mission Medical Center Foundation
Spofford Home
Sunshine Center School
Support Kansas City
Swope Parkway Health Center
Swope Ridge Geriatric Center
Synergy Services, Inc.
TLC
Topeka and Shawnee County Library
Truman Library
Truman Medical Center Charitable Foundation
United Methodist Homes
Via Christi Medical Foundation
Wayside Waifs
Wentworth Military Academy
William Jewell College
Women's Christian Association
Women’s Intersport Network for KC
Yampa Valley Community Foundation
YMCA |
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About The Moran Company
Founded by Bill Moran, The Moran Company works with nonprofits that want to reach more donors and generate more dollars. To learn more about our fundraising training, consulting, or executive search services, please contact us (816) 756-1090 or info@morancompany.com |
