The Keys to Identifying a Planned Giving Prospect

Some fundraisers feel that scouting for planned giving prospects is a lot like the world’s most difficult game of Where’s Waldo. You know he’s on the page, somewhere, but for the life of you, you cannot find him. The flipside of that situation is, of course, once you find him, you cannot stop seeing him.

This post is here to help you find Waldo and then Waldo Jr. and Mrs. Waldo and Waldo III.

With prospect research, once you know the characteristics of whom you’re looking for—red and white striped sweater, matching beanie, glasses, blue jeans—you can set out on your mission to identify and solicit those potential planned givers.