Planned Giving Prospect Ranking Tool

Cover page of the Planned Giving Prospect Ranking Tool with a ranking chart showing 5th to 1st
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Planned giving is the process of leaving a donation to a nonprofit organization in a will or trust and is often the result of years of sustained efforts towards building meaningful donor relationships.

With this ranking tool, you will be able to rank your planned giving prospects based on their wealth and philanthropic indicators and use your findings to assist you in making a smart ask for a charitable bequest.

By downloading this tool, you’ll be able to:

  • Identify your nonprofit’s planned giving prospects.
  • Rank your planned giving prospects.
  • Gain more insight about your donors’ giving potential.