By chris

3 Determiners of Donor Giving Capacity

Although most of us wish it were a science, determining donor giving capability is more of an art form.

Prospect research reveals pieces of data about donors and then does the difficult task of analyzing what those data points mean. That result, a prospect research output, is donor giving capability.

It is determined by three factors:

  1. Connection to Your Cause
  2. Philanthropic Propensity
  3. Wealth Markers

Some researchers start and end with wealth markers, which is a real detriment to giving capability accuracy.

In this article, we’re going to give you the lowdown on all things donor giving capacity, which includes:

  1. A discussion of the three determiners of donor giving capacity.
  2. An investigation into the accuracy of capacity scores.
  3. A summary of major gift capacity scores.

Let’s open with point one, the three determiners.

Think of the giving capacity determiners as legs on a tripod, all necessary and all doing their part. 

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By chris

6 Steps to a Successful CRM Strategy

In an effort to bring our readers the best information available on prospect research and its surrounding topics, we like to sometimes highlight posts from outsides blogs that provide valuable insights and information regarding the nonprofit sector. Today we’re featuring one of those posts.

6 Steps to a Successful CRM Strategy initially appeared on Andar/360’s blog. You can check out the original version here! 

This article was written by Real Bedard, President of Helix Ltd

6 Steps to a Successful CRM Strategy

1: Collect Information

Names, addresses, employer, cell numbers, email addresses, communication preferences, gifts, pledges, payments, formal/nicknames, relationships between accounts, demographics, competitive giving,… the list goes on and on. Information is everywhere and it can all be extremely valuable when getting to know your constituents.

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By chris

[Guest Post] How to Utilize Social Insights for Prospect Research

DonorSearch always aims to provide the best content available regarding prospect research and the broader nonprofit space. As such, we welcome guest contributors occasionally to mix things up here at our blog and provide new perspectives. Today, we’re happy to share a post by Solina Powell of EverTrue.

How to Utilize Social Insights for Prospect Research

While some workplaces frown upon employees spending their time on sites like Twitter, LinkedIn, and Facebook, those working in prospect research should be encouraged to invest their time in these platforms.

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By chris

2 Questions About Planned Giving and Ethics

I know what you might be wondering…is this going to be a wordy, complex discussion of a very legal-heavy topic? The answer is no!

We will be covering that topic that has yet to be named, but this post aims to explain some of those complexities in a manner that is digestible for a layman. There are academic papers for the intricacies of planned giving ethics. This post is for people who are newly and/or casually involved with planned giving and need an introduction to ethical questions associated with such programs.

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By chris

Planned Giving: The Job Description

“The future depends on what we do in the present.”
 -Mahatma Gandhi

No other fundraising method quite captures the essence of that quote like planned giving does.

In its simplest form, planned giving refers to a future donation that a supporter decides to give in the present.

Moving past the basic definition of the term, deeper complexity enters the mix and it goes from a concept that everyone can grasp to a lot of technical talk, legal jargon, and financial language. It’s still great for fundraising and highly recommended, but your organization is going to need someone on hand to translate all the complexities.

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By chris

15 Planned Giving Best Practices

As you venture into the world of planned giving, there’s a lot to consider.

Defining what your program will look like starts with your launch. During the early phases of your program and the ongoing process of running it, you’ll be looking for ways to optimize your efforts.

Look no further than this page.

Let these 15 planned giving best practices lead the way.

#1: Build a Strong Team

Like with any fundraising program, you’ll need a strong team. If your organization can afford to do so, it is recommended that you hire a planned gifts officer.

Even if you cannot hire someone solely for the role, at least have a member of your development staff take the lead. In the early stages in particular, you’ll need one person to guide your efforts, and a complete team to make those planned giving dreams a reality.

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By chris

7 Top Planned Giving Marketing Strategies

There’s no planned giving program without planned giving marketing. Too few people know about planned giving opportunities for your program to skate by with minimal promotions.

It’s important that your planned giving marketing efforts both educate donors about this unique giving opportunity and showcase the value of donating these high-impact gifts.

To get started, we’ll discuss these 7 top strategies for planned giving marketing:

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By chris

How do you Start a Planned Giving Program?

Building anything from the ground up takes serious effort and endurance. There is no way to snap your fingers and make things happen.

You need the proper tools, materials, and know-how to take an idea from the abstract to reality. This is true of real life construction, and it is true of program development.

Your planned giving program will be beneficial. It can be a huge success. You just need to begin with the right building plan.

The five steps below will help guide you through your planned giving program’s start.

Start strong and stay strong.


They tell you that you need to walk before you run. Those same people caution you to look before you leap. What do these expressions have to do with planned giving?

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By chris

What are the Planned Giving Benefits?

What direction are you steering your nonprofit? Successful nonprofits adjust based on the past, actively work in the present, and strategize for the future. All in a day’s work.

Clearly, those three components are much easier to talk about than to execute. If your organization wants to do more than talk, it has to steer its efforts towards programs that account for all three of those past, present, and future efforts.

Launching a planned giving program is one such direction your nonprofit can take. A planned gift is a gift that is decided on in the present and given in the future. Supporters who donate planned gifts often allocate them in wills or trusts.

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By chris

What is Common Planned Giving Terminology?

Planned giving is an easy enough term to grasp. A donor makes an arrangement for a future gift in the present, most often in a will. Planned and giving are both words we regularly hear, so we can automatically deduce a meaning behind the combination.

If you are still a bit foggy about the definition of planned giving, check out our article that will answer all of your planned giving questions.

Once you get past the fundraising method’s basics though, that’s where the language gets a bit more complicated.

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