Five Tips to Reaching Out to Planned-giving Prospects

Everyone in an organization’s annual-fund program has the potential to give a planned gift. It’s up to organizations to build an information base and marketing strategy that can identify these donors.

This according to Lawrence Henze, managing director of Blackbaud Analytics, who addresses the topic in a whitepaper titled, “Making Planned Giving Work for You.” Five tips Henze recommends to reach out to planned-giving prospects are: