Planned giving likelihood

Planned giving likelihood shows how likely a prospect is to make a planned gift. Scores are Excellent, Very good, Good, or Low.

Use planned giving likelihood to identify blended gift opportunities and determine when to involve planned giving resources.

The main factors used to determine Planned giving likelihood probability are:

  • Giving history

  • Wealth data

  • Socioeconomic data

Additional factors are considered to improve the projection's accuracy.