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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 Product Engagement 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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