Services
Segmented Relationship Program (SRP)
What is SRP?
- SRP is our process that identifies your most valued planned giving prospects
based upon your annual donors
- A profile is established for your annual donors and the files are appended to several national lists to determine best planned gift likelihoods
- Your current planned giving donors are also analyzed within the appending process in order to update donor profile
How does SRP help me target prospects more effectively?
- High-net worth individuals who make planned gifts typically fall within
the same profile.
- Individuals who have given 12 gifts or more per year are better prospects for Planned Giving.
- Individuals who have given any amount within the last 18 months are also candidates for Planned Giving.
- Prospects are identified and placed in the categories they are most likely
to give to, i.e. Charitable Gift Annuity, Charitable Remainder Trust or
a Bequest
How does SRP work?
- Armed with these donor profiles customized programs are constructed for
more effective segmentation and use
- The best suited charitable product(s) i.e. Charitable Gift Annuity, Charitable Remainder Trust or a Bequest are matched to each donor profile
- Your message is delivered by determining the proper tactics based upon the information that has been gathered from the analysis.
