Planned Giving ID

Planned Giving ID

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Identifying New Prospects – Building Lifetime Relationships

At RuffaloCODY, we specialize in talking with donors. Talking with your donors, we can assess their interest, ability and readiness for making a planned gift to your organization.

The result: our Planned Giving programs help you by identifying and prioritizing Planned Giving prospects which allows you to spend your valuable time visiting with the most qualified prospects.

Our clients achieve excellent results with our Planned Giving programs. Our full range of services will help your program surpass its goals.

Over the next decade, experts estimate that between $6 and $40 trillion+ in accumulated wealth will be transferred from our nation’s senior citizens to the next generation. According to John J. Havens and Paul G. Schervish at the Social Welfare Research Institute at Boston College, America’s charitable sector could expect to receive a minimum of $6 trillion in charitable bequests as the wealth transfer unfolds. A companion study also identified the following trends:
Slightly more than a quarter of the population said they are considering a planned gift. Charitable bequests and donating assets are the most popular methods. More households that donated to charity in 2002 also gave through Planned Giving compared with households that did not donate to charity.

RuffaloCODY can help position your organization to be a recipient of charitable giving due to this unprecedented transfer of wealth.

RuffaloCODY Expertise

Improve Program Performance
RuffaloCODY specializes in Planned Giving marketing. We identify new prospects to help you improve your Planned Giving program efforts. Using our unique individually designed Planned Giving ID programs, you will realize:

  • Increased gift income – larger gifts, more frequent gifts
  • Increased response rate in Planned Giving mailings
  • Increased number of future revealed legacy bequests
  • Additional Planned Giving prospects
  • Measurable return on investment

Manage Planned Giving Needs
RuffaloCODY can help you manage your organization’s Planned Giving needs. Our programs help you leverage your data to identify quality Planned Giving prospects already in your file. Services include: (for a detailed description of these services, view planned giving services)

  • Planned Giving ID – Marketing and qualification service to identify PG prospects.
  • PG Marketing Audit – Determine program capacity and increase program performance.
  • PG E-Services – Manage your blast e-mail lists and deliver weekly PG content.
  • Lifestage Annual Fund – We help you identify and maximize Planned 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.