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Blackbaud Raiser's Edge NXT®
Raiser's Edge NXT Discussions
Planned giving appeal query
Veronica Renzo
Hi,
I am looking for suggestions for planned giving appeal/mailing query. Who are you sending to? Major donors, donors with longevity, new donors? Just brainstorming here so that I don't miss any constituents. Thanks so much for your thoughts!
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Comments
Michelle Tribe
Hi Veronica: I usually create the following segments to target in my database:
Recurring donors (5 years +)
Donors who are 55+ years old (we have birthday and age records for some)
Direct Mail and Newsletter donors who have made a donation at least once a year for 5 years or more
Volunteers (most of our volunteers are retired seniors)
Major donors (with a more personalized invitation from our Major Gifts Manager)
I hope this helps!
Stephen Zaborowski
To piggyback off of
Michelle Tribe
's awesome suggestion - make sure to run your Age Finder module (if you have that) BEFORE you do age queries... it will save you a lot of kicking yourself later.... you know... not that I know anyone who's made that mistake.
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