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ACADEMY

Planned Giving Prospects and Moves Management

 

Planned Giving plays an important role in ensuring the future stability of your organization and sustaining a long-term, consistent funding stream. Use Bloomerang to identify and nurture your best prospects for future planned gifts to your organization.

Learning objectives:

  • Define a planned gift
  • Understand the importance and impact of planned gifts
  • Define the characteristics of planned givers
  • Use your Bloomerang data to identify planned gift prospects
  • Set up a plan of action
Diana Otero
Diana Otero is the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.

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