21st Century Fundraising: Plan for Planned Giving 

Take the guesswork out of planned giving!

Identifying planned gift prospects and picking the right time to solicit a gift has historically been a complex process. It doesn’t have to be anymore.

We’ve got an innovative suite of tools that will change how you approach planned giving.

We’re excited to announce a joint presentation with our partners at DonorSearch. Together, we have what you need to take your planned gift prospecting to the next level. Seamlessly combine the constituent data you have in Salesforce with the world’s largest philanthropic database. During this webinar, we’ll show how you can:

• Use the configurations included in our planned giving QSS (Quick Start Suite) to capture all the details, both about your prospects and about the legacy gifts that they pledge.
• Automatically screen constituents based on criteria you set to identify who you should be soliciting for a planned gift.
• Map your own Salesforce fields into DonorSearch screenings for a comprehensive analysis of donor capacity, philanthropic history, and inclination to give.
• Use DonorSearch’s new cross-object field mapping to go beyond the Contact for even more flexibility in how you use your data.

 Join us on July 20th to see how, with the right tools, you can Plan for Planned Giving!

Sophie Elmo, MBO CSPO
QSS Product Manager
Sleek Consulting LLC

Sophie Elmo 

Sophie is a double alum of DeSales University in Pennsylvania, where she graduated with honors for both her bachelor’s and master’s degrees in business administration. When she’s not working with clients, learning something new, or formalizing business processes and documentation, she can be found reading a book or vacuuming up seemingly endless amounts of rabbit fur off her apartment floor.

Riley Cameron
Salesforce Partnership Manager
DonorSearch

Riley Cameron 

Riley Cameron is the Salesforce Partnership Manager at DonorSearch, overseeing DonorSearch’s 360io Salesforce application. She works at the intersection of nonprofit and technology, and enjoys helping organizations demystify data, streamline processes, and reach their missions through strategic use of technology systems.