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Ops Insights #070 - 2 Lists to Find Planned Gift Prospects
Whether you have one or 5 people focusing on bringing in major gift donors. One pipeline is ensuring you have Planned Gift donors and I’ve seen it work best when it’s integrated in major gift prospecting efforts as some donors want to give blended gifts as the moves efforts are aligned. To get started, there are two lists you can request to find planned gift prospects to cultivate. Let’s show you how to make the request for these lists.