Reaching Planned Giving Prospects Overlooked by Research

80% of visitors identified on university planned giving sites are not assigned and have never been assigned to a gift officer. These unassigned prospects may go on to make estate commitments without the benefit of institutional advisors – leaving the institution to wonder what the gift could have been if the alum was properly cultivated. Worse yet, they may be cultivated by another nonprofit and their impact on campus lost forever.

So, why is such a large population of planned giving prospects overlooked by existing research methods?

Webinar Presenters

Kevin Bauman
Director of Philanthropic Initiatives

Brian Sheridan
Sales Development Representative