Planned Giving

Did you know that many of your annual and long-term contributors are excellent candidates for your planned giving program?

You can turn those ardent supporters into planned giving donors with the engagement and discovery strategies developed by Ruffalo Noel Levitz. How? We use sophisticated data analysis and traditional development techniques to help you identify, qualify, educate and engage planned giving prospects.

We have a conversation and conduct a short survey to assess the donor's ability, interest and willingness to make a planned gift.

The benefit to you is spending your valuable time visiting with the most qualified prospects.

At Ruffalo Noel Levitz, we specialize in talking with donors. Through personalized conversations, we can assess donor interest, ability, and readiness for making a planned gift to your organization. Our Planned Giving programs help identify and prioritize planned giving prospects, allowing clients to spend valuable time visiting with the most qualified prospects. Our clients achieve excellent results with our programs, acquiring documented planned gifts at a low cost per dollar raised.

Planned Giving ID

The ultimate goal of our Planned Giving ID program is to identify and verify bequests, gift annuities, and other major current or deferred gifts. We will immediately hand off to client development staff the critical and timely donor information we obtain from our discovery process.

Donor Identification and Qualification

Utilizing our unique Planned Giving ID program, Ruffalo Noel Levitz will help identify prospects within our client’s current database as well as provide valuable information to prospects about financial planning and charitable giving opportunities. The program is personalized to meet individual program needs and integrates telephone, direct mail, and email.

Planned Giving Marketing Audit

Increase Planned Giving program performance with a Ruffalo Noel Levitz comprehensive, direct response marketing audit that includes segmentation strategies. This is a two year plan for donor identification and cultivation that includes recommendations for increased results.


Manage blast email lists and deliver weekly Planned Giving content with the help of a Ruffalo Noel Levitz email delivery services. Email and e-newsletters are excellent vehicles to communicate with and educate seniors and others about planned giving opportunities. Note: A recent study conducted by AARP and the Center for the Digital Future shows online usage by seniors age 50+ mirrors teenage use.

Lifestage Annual Fund

Identify and maximize Planned Giving opportunities that occur after donors have felt the need to cut back on annual fund giving. Ruffalo Noel Levitz has significant experience in annual fund programs and we know that as donors get older, their annual giving patterns change. Drawing on our extensive annual fund expertise, Ruffalo Noel Levitz will design a cultivation, solicitation, and stewardship program for two special annual giving populations: older donors and multi-year givers.

PG Data Selector

Identify the best Planned Giving prospects in your database. We will efficiently analyze client file(s) to find historical trends and constituent information to determine the most appropriate donors that should be targeted for a Planned Giving message. We will also help identify donors by appending age and other enhanced information.

Our clients say it best:

"In my opinion, [Ruffalo Noel Levitz] offers the premier Planned Giving calling program. The results have been outstanding.  In the past three years, we’ve had more than 200 good leads from the programs we’ve conducted together with [Ruffalo Noel Levitz]."

James Preston
Senior Director of Planned and Major Gifts
The University of Missouri
Columbia, MO, U.S.A.

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