Module 17
Minimal Data
Planned Giving & Estate Intelligence
Revenue GrowthDonor RetentionOperational EfficiencyGovernance & Compliance
12 Q&A cards
4 cognitive functions
Cognitive Functions
Planned Giving Pipeline MonitorEstate Gift ProcessorBequest Prospect IdentifierLegacy Society Manager
Q&A Cards
PLN-001
PLN-002
PLN-003
PLN-004
PLN-005
PLN-006
PLN-007
PLN-008
PLN-009
PLN-010
PLN-011
PLN-012
How many donors have told us they've included us in their estate plan?
What is the estimated total value of known planned gift commitments?
When do we expect known planned gifts to be realized?
Are any estates currently in probate with gifts to our organization?
What is the status and expected proceeds of each active estate?
Which donors have the profile for planned giving — age, loyalty, wealth, giving history?
Who are our top 25 planned giving prospects based on signals?
How much planned giving revenue have we realized in the last 5 years?
Do we have documentation for all planned giving commitments?
Which legacy society members haven't been contacted in 12+ months?
What stock and appreciated asset gifts have we received this year?
What complex gifts are pending review by the gift acceptance committee?