Results

Planned Giving Results

Request Information

Program results show RuffaloCODY Planned Giving ID clients are finding productive Planned Giving prospects.
RuffaloCODY specializes in Planned Giving marketing. Our Planned Giving ID programs combine cutting-edge data analysis with traditional development methods. The result is an integrated direct marketing program designed to help busy development professionals, like you, identify, qualify, educate and steward Planned Giving prospects. We help you find your valuable prospects.

RuffaloCODY’s Planned Giving ID is your donor’s first move in making a planned gift.

Results (Based on 12,000 calls):

  • 5% of all donors contacted revealed they 1) have named 2) plan to name or 3) would like a visit from the client organization
  • 12% of donors requested information about charitable gift annuities
  • An additional 27% of all donors contacted requested educational materials about either estate and financial planning information, or information about the client’s legacy society
  • Calls are well received – more than eight out of 10 donors complete the survey
  • In nearly 50% of our conversations, our caller identified additional important information about finances, advisors, etc.

* Results were similar for clients in higher education, health and arts.

In addition to identifying and qualifying Planned Giving leads that allow PG officers to focus on the most interested donors, our clients are seeing another key benefit… NEW PLANNED GIFTS.

PGResults3Gift Results
Cumulative totals from clients’ documented gifts three to six months after Planned Giving ID calling:

  • Bequest Expectancies = $980,000
  • Charitable Gift Annuities = $165,000
  • Retirement Fund = $80,000
  • Charitable Remainder Trusts = $100,000

* More than $1 million in booked revenue!
* It cost our clients in range of 2.2 cents to 9.1 cents to raise $1!

In addition to increased gift income in as soon as one year, here are some other benefits of RuffaloCODY’s Planned Giving ID:

  • Increased number of known expectancies
  • Measurable return on investment
  • Increase number of meaningful donor conversations/visits
  • Added value to wealth overlays and Planned Giving scoring overlays
  • Educating and cultivating future Planned Giving prospects

Reporting the Results – Our donor reports are an integral part of the program results.