Did you know that many of your annual and long-term contributors are excellent candidates for your planned giving program?
You can turn those ardent supporters into planned giving donors with the engagement and discovery strategies developed by RuffaloCODY. How? We use sophisticated data analysis and traditional development techniques to help you identify, qualify, educate and engage planned giving prospects.
We have a conversation and conduct a short survey to assess the donor’s ability, interest and willingness to make a planned gift.
The benefit to you is spending your valuable time visiting with the most qualified prospects.
Phoning It In – Prospecting For Planned Giving Leads by Phone.
Last fall, RuffaloCODY Senior Vice President and Senior Consultant of Planned Giving Services, Timothy D. Logan, ACFRE presented to the National Partnership for Philanthropic Planning conference in Washington D.C. with James Preston, D. Min., Senior Director of Development, Office of Gift Planning at University of Columbia, Missouri and RuffaloCODY Planned Giving Services client.
Their presentation, Phoning It In-Prospecting for Planned Giving Leads by Phone, presented case studies and facilitated a broad discussion about best practices for using telemarketing with Planned Giving. Their presentation was well received and subsequently was the subject of an article in Planned Giving Today (January 2010).