Wealth Engine

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Using Wealth Models to Build a

Data-Driven Planned Giving Strategy

For any nonprofit, big or small, one of the biggest areas of growth for fundraising is planned giving. 

Use this all-inclusive guide to: 

  • Pinpoint the best methods to identify planned giving donors
  • Identify the best way to approach donors to cultivate strong relationships
  • Create your planned giving marketing strategy


Download this guide for all the necessary tips and tricks you should implement to execute your planned giving campaign today!