Five Tips to Reaching Out to Planned-giving Prospects

2) Solicit on the donor’s anniversary date. Analyze your database to find out which donors give regularly in a particular month or quarter, and target your planned-giving solicitation to coincide with that.

3) Segment your solicitations. Break down donors based on what channel they respond to, e.g., direct mail vs. telemarketing vs. online. This not only will improve response -- it will save the organization money.