Every individual in the charity's database is assessed using an algorithm developed uniquely for each database, customized to utilize every DataPinpoints available. Each record is given a unique relationship score and assessed for the strength of the relationship to your organization.
Using the unique scores in your database a unique step-by-step engagement plan is available at your fingertips showing you the most effective ways to engage with each donor, prospect or affiliate.
Wonder how it works? Watch the Videos Below Or Book a Free Consultation
This video discusses why a critical step in growing your planned giving program is to do a database analysis that produces an actual, powerful engagement plan - detailing the best way to approach and interact with every single prospect. Like you, we think your charity or non-profit's database is your most important asset. And this requires taking a moment to consider why a proper database analysis with a practical step-by-step engagement plan could help you leverage your organization's most important asset.
This video will show you how we build the best Planned Giving Engagement blueprint from a custom data analysis.
You will see the extraordinary tools that come with each analysis that allow you to easily put the results to work immediately to: