Planned Giving plays an important role in ensuring the future stability of your organization and sustaining a long-term, consistent funding stream. Use Bloomerang to identify and nurture your best prospects for future planned gifts to your organization.
Learn how the following works in Bloomerang:
- Use report insights, combined with custom fields to segment your data and identify planned gift prospects.
- Use Notes and Tasks in Bloomerang to manage your prospecting and cultivation process with each prospect.