Strategic Partnerships with Prospect Research

Jason Chestnutt and Chris Hubert
 
Planned giving prospects are a vital yet often hidden part of an institution's donor base. Even if these prospects are noted by a research team, ensuring that they are properly cultivated can be a challenge. Collaboration between prospect development and gift planning can create new analytic tools for prospect identification, and new opportunities for collaboration between gift planning and major gift officers. In this presentation, the speakers will discuss tools and custom reports they developed to identify prospects who may be particularly interested in more complex vehicles, including charitable trusts. They will also suggest ways to encourage colleagues across development departments to provide prospects with better opportunities to fund their legacy gifts.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
Purchase Type: 
Individual
Upcoming Events
CGP Webinar: Fueling Your Mission: Capitalizing on Gifts of Oil & Gas
Feb 25, 2020
As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically o...
More
CGP Webinar: Cues and Clues . . . Responding Now to What Prospects Tell You are Impediments to Giving
Mar 31, 2020
The gift planner’s role is to move the gift consideration process forward, to keep it going. We often have to think b...
More
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
View
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...
View