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Planned Giving Services

Plan & Prosper CD

Services

Prospect Identification

Segmented Relationship Program (SRP) is our process that will identify your most-valued (MVP) planned giving prospects, based upon your overall annual donor profiles, and meet their specific needs. We provide you with a targeted planned giving mailing list and tools that will optimize response rates, effectively target your core constituents and save you thousands in mailing costs.

This allows for a more effective and consistent understanding of who gives and when, how often or how much they give and what solicitation or communication different individuals will respond to and need.

We also provide you with a segmented relationship development list of your top planned giving prospects, arranged by zip code and telephone number - a gold mine for effective face-to-face visits! SRP is strongly recommended for new clients.

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