Updated Screenshot For The Planned Giving Query Image 4478

Updated Screenshot For The Planned Giving Query Image

Published
Thanks to Terri Fritz, I put the incorrect image in my blog post.  I am not able to edit the post, so below is a screenshot of the following:
  • Having a seminar to discuss planned giving for retirees?
    • Create a query in RP using Who’s Who and Experian data to identify retirees based on top scoring Planned Giving Likelihood (PGL) prospects – Below is a screenshot of possible criteria for this:
5a2e271c99ad8b0d01f1cd5e761518d5-huge-pg

Thank you Terri for noticing this, and I hope this is a helpful query!

Leave a Comment

Check back soon!

Share: