Planned Gift vs. Major Gift Identification

Presenter: Sarah Tedesco, Executive Vice President, Donor Search
Year: 2018
Price: Members: Free, Non-Members: $39

Body of Knowledge Domain: Prospect Research
Competencies and Levels: 

  • Level I, Fundamental
  • Competency 2: Prospect Research Essentials
  • Competency 7: Screenings

Major Gift Officers and Planned Giving Officers may work side by side and use the same list of leads, but the prospects they're seeking are very different. This presentation will highlight the philanthropic and wealth factors that best identify planned giving prospects, and how those factors differ from major donors.

  • Ability to identify key characteristics of MG Prospects
  • Ability to identify key characteristics of PG Prospects
  • Understand the difference between MG and PG Prospects


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