February 16, 2023
Prospect Research for Planned Giving: 5 Fundamental Steps Planned gifts can be hard to predict—donors may never notify you when they create one, meaning you can’t thank them, get to know them, or learn why they decided to give in the first place. This also makes it harder to identify characteristics that might signal other planned giving prospects. For many nonprofits, planned giving isn’t a top strategic priority. It might be casually promoted in one-on-one […]