Did you know GivingDNA can help you find planned giving prospects?

Written by Colleen Patel | May 29, 2025 4:45:00 PM

We’re in month three of our five part Back to Basics series! Each month, we’re spotlighting the Opportunity Alerts on your GivingDNA homepage to help you segment smarter, build more strategic lists, and uncover untapped fundraising potential.

This month’s focus: Donors likely to leave a planned gift

Planned giving prospects often fly under the radar because they may not be your biggest annual donors. But with the right data, you can surface those who have both the capacity and likelihood to make a lasting impact through a legacy gift.

GivingDNA identifies donors with the key markers of planned giving intent, such as long-term giving behavior, age, wealth indicators, and deep engagement with your organization.

Ways to engage planned giving prospects:
✅ Send a personalized letter or legacy brochure – Introduce your planned giving program with thoughtful messaging about long-term impact and values.
✅ Invite them to a donor appreciation or legacy event – Make them feel part of a special community with a mission-focused event.
✅ Schedule a one-on-one conversation – A personal call or visit from a leadership or development team member can open the door to deeper conversations.
✅ Feature legacy stories in your newsletter – Share stories of supporters who’ve made planned gifts to inspire and educate others.
✅ Offer resources on estate planning – Provide helpful, non-intrusive content like guides or checklists that support their planning process.

GivingDNA opportunity alerts allow you to unlock massive potential in your existing database. Stay tuned for more from the Back-to-Basics series.

If you have any questions, reach out to your success manager today or contact us at support@givingdna.com.

View full post