How an Environmental Organization used DonorTrends to Secure Planned Gifts
How an Environmental Organization used DonorTrends to Secure Planned Gifts
2 PagesOne of today’s biggest areas of growth for nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts, and other planned gifts. For an environmental organization their Legacy Society generated an average planned gift of $42,000. As Boomers age, the Organization was committed to growing the Society to tap into the greatest wealth transfer of all time. CASE STUDY everyaction.com | info@everyaction.com | 202.370.8050 | @EveryActionHQ Challenges Overview Opportunity • Welcome 100 or more new members to the Legacy Society. • Identify the existing Legacy Society members who warrant additional expense/1-1 engagement. • Take a deep data dive to uncover the donors more lik
