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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 a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

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