Updated Screenshot For The Planned Giving Query Image
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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:
Thank you Terri for noticing this, and I hope this is a helpful query!
- 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:
Thank you Terri for noticing this, and I hope this is a helpful query!
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03/01/2018 12:09pm EST
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