Database and donor base audit & analysis
Every nonprofit database holds a wealth of information that can be expertly mined to reveal planned giving potential and highly-motivated individuals who will respond positively to the correct marketing and solicitation initiatives. PGgrowth's two distinctive and industry leading approaches to identifying planned giving prospects will elevate your program immediately and provide 'real' opportunity for donor cultivation and solicitation.
Based on decades of experience and hundreds of thousands of planned giving specific data points, PGdatascan this is the key starting point for true proactive prospct engagement. A 'deep dive' into your data, the approach of PGdatascan is to provide extensive analysis that results in not only identified prospects but also an understanding of the overall opportunity present in your entire stakeholder base along with dynamic tools to help benefit from that opportunity. Along with this, a yearly work plan and long-term cash flow projection complete this one-of-a-kind resource.
PGdonorscan focuses on current donors and provides through analysis the best opportunities that are present in your current donor community. A 'quick look' approach to finding prospects it shows both who on your donor base should be engaged with and the return on that invesment that can be expected depending on the level of outreach your organization is willing to invest in.
An overview of how it works
The key indicator of planned gift and bequest propensity is the presence of relationship between the individual prospect and the institution/cause/mission. This relationship, in broad terms, can be broken into four categories:
Giving history: i.e. prospects will have demonstrated the strength of the relationship by their type, frequency, longevity and amount of past gift(s).
Status history: i.e. prospects will have demonstrated relationship strength by the type of status their relationship merits, eg. “member”, “retired staff”, “volunteer”, “board member”, etc.
Involvement history: i.e. prospects will have reflected relationship strength by the degree of involvement with the institution/cause/mission, e.g. event attendance, willing reception of communications, or any other involvement.
PGgrowth’s database analysis is different from every analysis available because it:
is based on empirical data of hundreds of thousands of real-life transactions;
accounts for all relational signals such as age, giving history, status, involvement, etc. that are present in a database and attributes actual, tested numerical propensity values to each involvement;
produces a unique scoring value for each individual;
provides baseline information to develop the most appropriate marketing tactic for every individual in the database; and
projects actual, expected conversion rates for every marketing tactic for every individual.
PGgrowth staff are experienced planned giving professionals who know what to look for because we have done it successfully often before. Our years of experience can speed you on your path to a planned giving program that works.
For more information, or to chat with us about this service, contact Ed Sluga at firstname.lastname@example.org or Sara Moore at email@example.com. Or contact us Toll Free at 833-937-4438