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PGFinder™ Prospect Identification

What is PGFinder™?

• PGFinder is our proprietary process that identifies your best planned giving prospects on a pre-determined basis of donor loyalty (the best indicator of planned gift likelihood).
  
• PG prospects are further segmented into 10 loyalty-driven categories, providing the opportunity for detailed response analysis and refined mailing selection criteria.
  
• Your current PG donors are also analyzed within the PG segmentation categories to validate the effectiveness of the PGFinder™ model.

How does PGFinder™ help me target prospects more effectively?

• 90% of PG donors typically fall within the PGFinder™ criteria.
  
• The likelihood of a planned gift from a prospect identified through PGFinder™ is 15 times greater than that from the remainder of the file.
  
• The top ranking – based on long-term consecutive years giving – is expected to yield 2-3 times the response of the other PGFinder™ prospects, and more than 40 times that of donors not selected by PGFinder™.
  
• While the top category yields the best PG prospects, it accounts for less than half of qualified PG prospects – thus the justification for the additional categories within PGFinder™.

How does PGFinder™ work?

• PGFinder™ analysis report.
• Initial mailing list in electronic and hard-copy formats.
• Electronic list of constituent ID numbers and PG rank for uploading to your file.
• Directory (electronic and hard copy) of top 250 planned giving prospects, sorted by last name within city – a valuable tool for planning visits.
• Assistance with name & address updates prior to each mailing.
  

Click here for a special message from the President about PGFinder™.