home.aspx
 
. https://nonprofit.report/Resources/Whitepapers/6758b0da-880d-4506-8540-6e910fe1b054_WhitePaper_ProspectResearchforPlannedGifts.pdf
whitepaper
USING PREDICTIVE DONOR PROFILES, WEALTH, AND ASSET SCREENINGS TO IDENTIFY HIGH-END PLANNED GIFT PROSPECTS
This two-part paper provides both the prospect research professional and the planned giving professional specific guidance in identifying deferred gift prospects within the organization’s ranks of donors and constituents. Part I provides prospect researchers specific knowledge on planned giving profiles and highlights data sources that assist in the identification of high-end prospects. DOWNLOAD