Donor Reports
Our clients have unanimously expressed satisfaction with the quality of background information gathered by our callers and provided to them in the “Comments” section.
The comments our callers receive during Planned Giving ID telephone calls are an integral part of the results. These comments are critical to helping you understand exactly what took place during the phone call and will help you better understand your constituents.
Below is a sample donor report that illustrates the detailed information RuffaloCODY can provide as a result of our Planned Giving ID telephone calls.
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.
