Data Services
RuffaloCODY will design a Planned Giving ID program for you that includes integrated use of telephone calls, direct mail and e-mail to ensure personalized timely messages to your most valuable Planned Giving donors and prospects.
This comprehensive approach helps our clients achieve excellent results with our programs, with documented planned gifts at a cost of between 2 to 10 cents per dollar raised.
Our full range of services will help your program surpass its goals.
Our Services Include:
- Planned Giving ID – Marketing and qualification service for donor development. RuffaloCODY will speak with your donors to identify and qualify those who are ready to talk about a planned gift.
We can highlight new Planned Giving prospects from donors who are already in your annual giving file.
PGQ: Planned Giving Qualify
RuffaloCODY will qualify donors who have responded to a mailing or expressed an interest in Planned Giving.
Planned Giving Marketing Audit
Increase your Planned Giving program performance and determine your program capacity with RuffaloCODY’s Integrated Planned Giving Marketing Program Plan. A two-year plan for donor identification and cultivation, complete with segmentation recommendations.
Planned Giving E-Services
- E-Newsletters – Custom-designed or broadcast messages with interactive articles to cultivate relationships with constituents and provide Planned Giving information.
- E-Mail Brochure Delivery – RuffaloCODY will deliver your existing e-brochures.
- E-List – RuffaloCODY will maintain/manage your blast e-mail lists and deliver your weekly Planned Giving content.
Lifestage Annual Fund
RuffaloCODY has significant expertise in annual fund programs. And, we know that as donors get older, their annual giving patterns change. Drawing on our extensive annual fund expertise, and our data warehouse of giving trends and tendencies, RuffaloCODY will design a cultivation, solicitation and stewardship program for two of your special annual giving populations: older donors and multi-year/multi-givers. With RuffaloCODY Lifestage Annual Fund, we help you identify and maximize giving opportunities that occur after donors have felt the need to cut back on annual fund giving.
PG Data Services
Identify the best Planned Giving prospects in your database. We can efficiently analyze your file to find historical trends and constituent information to determine the most appropriate donors that your organization should target for a Planned Giving message.
