Planned Giving MAGIC helps fundraisers find those unique individuals who may leave a significant bequest seemingly out of nowhere. While these sizable gifts may feel heaven-sent, PGM identifies these prospects for you now rather than relying on luck!
A significant segment of planned giving prospects – typically single women over 65 who have a strong emotional connection to your cause but have not given a major cash gift to date – are not identifiable through standard wealth screening measures. In fact focusing on your current large cash donors for planned gifts can be a critical mistake for an overall development program.
We combined invaluable prospect screening research from national experts on planned giving and expansive data from the National Committee on Planned Giving to develop a group of indicators specific to planned giving. Using this research-based formula, PGM screens your donorbase to uncover the individuals you should approach NOW about making a sizeable bequest to your organization.
But PGM does not stop there. We include customized, easy to follow and actionable steps you can take immediately to build relationships with potential donors.
To learn more about Planned Giving MAGIC today call 877.546.2442.
