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Planned Giving Clubs

Last post 07-27-2009 11:04 AM by Laurel Quaintance. 1 replies.
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  • 07-24-2009 6:46 PM

    • Chris Parrish
    • Top 500 Contributor
    • User Since: 2004
    • Posts 22
    • Organization: Colorado AIDS Project
    • Products:  The Raiser's Edge

    Planned Giving Clubs

    We are trying to start a planned giving club and I'm wondering how others have started and identified the best prospects for planned giving.  A birthday overlay will give us a good place to start but I would like to know how others have identified planned giving propects outside of just using birthdays.  Our annual giving program and board seem like the most obvious propects but how do we identify other donors?  Any advice would be appreciated.  We don't have a planned giving officer - this will fall under our individual giving/major donor program.  Also, any creative names for a club would be helpful!

    Chris Parrish
    Development Officer - Database
    Colorado AIDS Project
    chrisp@coloradoaidsproject.org
  • 07-27-2009 11:04 AM In reply to

    Re: Planned Giving Clubs

    I would suggest including any alumni or former high ranking staff and a good look at consecutive year donors may be helpful to you. We have received a number of bequests from individuals who gave consistenly in low $25 dollar a year ranges.

    Laurel Quaintance
    Manager, Fund Development Services
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