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Welcome to the Future
Major Gift & Planned Giving Intelligence
Donor-advised funds, donors without children, net-worth, exisiting estate planning, and more
What is Major Gift and Planned Giving Intelligence?
Major Gift and Planned Giving Intelligence is a comprehensive package of nine key data elements used to upgrade and enhance your major gifts and planned giving programs.
Utilizing TouchPoints' proprietary data assets, enrichments include donor-advised fund screening, donors without children screening, wealth and debt insights, and property ownership and valuation data.
How Does Major Gift and Planned Giving Intelligence Work?
TouchPoints undertakes a comprehensive analysis of your known donor universe to uncover unknown major gift and estate giving opportunities.
Donor records are securely returned with enriched profile data, and include the nine key data elements listed below, as available.
Nine Key Data Elements Included In Major Gift & Planned Giving Intelligence
Donor-Advised Fund (DAF)
Income
# of Residential Properties Owned
Donors Without Children
Home Value
# of Commercial Properties Owned
Net-worth
Current Home Equity
Exisiting Estate Planning
Let's Talk - Always Accurate
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