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Oct 10, 2018

Looking into your database of supporters and searching for those people who are ready and able to make a major or planned gift is crucial to any organization's success. But how do you find the right people and ask them in the right way at the right time?

Well, Greg Warner at MarketSmart has some ideas. In fact, he's built a name for himself by directly challenging our assumptions and the generally dated tactics we use to engage donors. I got him on the line to talk a little bit about how we can find new ways to engage major and planned giving donors.

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Making sure that you're approaching the best, most ready and most able prospects for major and planned giving is absolutely crucial to meeting your fundraising goals. If you're doing the same old thing, your gift officers probably aren't having a high level of success. It might be time to look at things differently.

We agree with Greg that it's time to look at things differently. If you'd like to take your major and planned giving program to the next level, give us a call here at Ruffalo Noel Levitz. We've pioneered new technologies using your data and 21st century engagement tools to help you better engage the best major and planned giving prospects. We're ready to help.