Major and Planned Giving

Identify, warm, and qualify prospects ready to make a transformational gift

How do you spend your time with the major gift and planned giving prospects in your portfolio?

According to our recent study of gift officers from around the country, 55 percent say they don't spend enough time on solicitation. They also told us that only about half of their assigned prospects receive visits each year. Simply put, gift officers are struggling to engage enough qualified prospects with a propensity to give.

Now there is an advanced solution that combines predictive modeling, integrated multichannel marketing, and sales automation to maximize gift officer productivity and results: Major and Planned Giving from RNL.

 

 

Contact UsFREE CONSULTATION

Talk to our major and planned giving strategists to learn
how you can book more big gifts now »

 

Two solutions for major and planned giving

Pipeline Building »

Nothing bogs down your major and planned giving efforts like having to spend so much time qualifying prospects and not enough engaging the right donors. Pipeline Building identifies and connects you with the best major gift and planned giving prospects, providing a deep pool of top-rated major and planned giving donors who have the wealth and affinity that produce more major gifts.

Targeted Coverage »

Have a gift officer leave? Need to get a new gift officer off to a fast start? Targeted Coverage ensures you don’t miss a step by providing 100% coverage of assigned major gift and planned giving prospects, plus new prospect qualification to help new gift officers hit the ground running.

 

Why choose Major and Planned Giving from RNL?

We heard from hundreds of giving professionals that major barriers to gift officer success are holding them back, at a time when fundraising goals are just getting higher.

Major barriers to major giving and planned giving

With a coordinated approach, these barriers can be overcome to supercharge your major and planned giving programs. Using industry-leading donor conversation tactics, here’s what RNL has accomplished for partners over just the past two years, returning donor qualification grades with full contact reports to propel the gift conversation.

CONVERSATIONS:

36,570


CONTACT RATE HIGHER EDUCATION:

 52.7%

HIGHER EDUCATION GRADE 1 OR 2* IDENTIFICATION RATE: 

13.4%

PARTNER ROI: Exceeds 10,000%

*Grade 1 and Grade 2 donors indicated an estate has been made and ready to be documented, or wish to meet immediately with a gift officer immediately to discuss a gift.

 

Results and comments from our clients

ROI of $650,000 against a $25,000 investment

Here is how one client working with RNL saw major results through a two-phased approach with RNL.

Client results: planned giving

Case study: Accelerating planned giving at Loma Linda University Health

Read this planned giving case study about Loma Linda University“RNL’s philosophy is to make giving easy to talk about. It’s not a technical conversation, it's from the heart. That’s what we talk about with donors—the philosophies of RNL and Loma Linda match.”
Todd Mekelburg, Director of Planned Giving
Read the case study »

 

Free white papers on major and planned giving

Advancement Leaders Speak: Major and Planned GivingAdvancement Leaders Speak: Major and Planned Giving Productivity

This extensive study of gift officers identifies their top concerns and challenges, including how they spend their time, qualify prospects, and how to increase success for gift officers today.
Download now »

 

Major Giving white paper, planned giving white paperMaking Major and Planned Giving More Productive

Read this 8-page white paper to learn how you can ramp up productivity and connect with more qualified donors.
Download now »

 

Contact UsFREE CONSULTATION

Talk to our major and planned giving strategists to learn
how you can book more big gifts now »

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