Planned Gifts TrueGivers™ Screening

Take the guesswork out of your planned giving prospecting efforts with TrueGivers™ — the new and effective donor qualification and screening solution from DonorTrends with streamlined turnaround and affordable prices. TrueGivers allows you to:

►  Discover who among your prospects and donors have already made planned gifts to other organizations.
►  Refine your approach to planned giving prospects by knowing what types of programs and causes they actually support outside of your organization.
►  Identify those leaders and influencers who can help you advance your planned giving program
 
Your Challenge

• Identifying the proven planned giving donors on your file while identifying leadership potential that may help advance your planned giving program.
• Determining the right planned giving offers and building personal profiles on large numbers of prospects and donors for cultivation and solicitation.
• Understanding your donors’ actual planned giving interests and patterns and those with the professional background to help you advance your planned giving program.
• Knowing who your competition is for these special prospects, what program is most likely to appeal to them, and who among your newly acquired donors should be given special treatment as planned giving prospects.

Your Solution

• TrueGivers™ focuses on actual giving, and proven leadership. TrueGivers™ gives you Exact Match results informing you of your donors’ and prospects’ gift amounts to other organizations.
• TrueGivers™ categorizes every gift so that you can easily see the types of other organizations your donors and prospects are supporting.
• TrueGivers™ tells you which gifts are for capital purposes, which are annual and which are planned gifts.
• TrueGivers™ lets you build personal profiles on key donors and prospects - giving you the story behind the assets and wealth scores.

Your Benefits

• Focus on people who have made planned gifts to other organizations
• Increases both the likelihood and size of the gift by asking for amounts closer to your prospect’s known giving levels to  other organizations.
• Create more effective cultivation and solicitation strategies by developing an understanding of your donors’ giving interests beyond your organization.
• Inform new strategies and implement effective new networks by understanding what the personal and professional profiles of large numbers of your donors and prospects look like.
• Provides the story behind the wealth to help you create customized approaches for individual cultivation and solicitation.

AND … all screening results and profiles are delivered along with actionable recommendations so you can put the results to work immediately.

Your Action Step
 
See for yourself how quickly and easily you can advance your planned giving program.  Click here to get started today with a FREE summary analysis or contact a DonorTrends Solutions Specialist to discuss your needs 1.866.948.9363.

Learn more about DonorTrends TrueSolutions.