Legacy Narrative

Tag: finding-planned-givers

  • Planned Giving is a Foreign Language

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    by

    utahlaw1976
    in

    Planned giving is a foreign language. Not because it relies on obscure, technical terms, such as charitable remainer trusts, gift annuities, values, heritage, legacy. It most certainly does employ those terms (more on this in a later post). No, planned giving is foreign to most major gift officers because of what it speaks to: a…

  • The Loyalty Index

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    by

    utahlaw1976
    in

    Most higher education advancement shops use some form of CRM (Customer Relationship Management) system. CRM systems specially designed for fundraising usually have ranking or prediction functions to help prioritize gift officers’ prospects. Often these ranking functions focus on wealth screening, looking primarily at a prospect’s perceived ability to make a current gift. Planned giving departments…