Planned Gifts: A Quick Guide To Help Nonprofits Raise More
The Fundraising Coach
MAY 30, 2025
Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.
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