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Anyone can be a planned giving prospect; however some are more likely than others to make a planned gift intention or commitment.

Here are some traits and behavior exhibited by donors that could signal that they are a good PG prospect.

  • Loyal…been giving for years
  • No Children-this is huge. If you have loyal donors and you know they don’t have children, they should rise to the top of your list
  • Loyal donor and long history of volunteering
  • Long time current and retired employees
  • Wealthy loyal donors with a potential taxable event on the horizon

Action Steps:

  • Create a list of your top PG prospect using the criteria above
  • Reach out and see who is open to other ways to support your mission
  • Be prepared to talk about planned gift options to all donors, not just the ones who meet the above criteria.