Get the free Gift Planning Prospect Referral Form - ppgc.net

To: Lynn Malone Gerard, Office of Gift PlanningDate: Gift Planning Prospect Referral Form Your name: Company (if appropriate): Address (City, State, Zip): Email address: Phone: *you may also submit

How to fill out gift planning prospect referral

How to fill out gift planning prospect referral

1. To fill out a gift planning prospect referral, follow these steps:
2. Start by gathering all the necessary information about the prospect, including their full name, contact details, and any relevant financial information.
3. Identify the specific areas of interest or expertise in gift planning that the prospect may have. This could include charitable trusts, bequests, life insurance policies, etc.
4. Prepare a referral form or document that captures the essential details about the prospect and their gift planning needs. This form should include all the necessary fields for contact information, financial information, and areas of interest.
5. Fill out the referral form accurately and thoroughly. Double-check all the information to ensure its correctness.
6. If there are any supporting documents or materials that need to be attached to the referral, gather and include them with the form.
7. Submit the completed referral form along with the supporting documents to the appropriate person or department responsible for handling gift planning prospects.
8. Follow up with the recipient of the referral to ensure it has been received and is being processed.
9. Maintain communication with the prospect throughout the gift planning process to provide updates and assistance as needed.
10. Thank the person who referred the prospect for their contribution and acknowledge their support.

Who needs gift planning prospect referral?

1. Gift planning prospect referral is needed by anyone involved in fundraising activities for charitable organizations.
2. This can include nonprofit organizations, development officers, financial advisors, attorneys, and individuals who are passionate about supporting a cause.
3. By referring potential prospects for gift planning, these individuals help identify potential donors who may be interested in making a charitable gift through their estate or other planned giving methods.

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What is gift planning prospect referral?

A gift planning prospect referral is a form used to report individuals who may be potential donors for planned gifts to a nonprofit organization.

Who is required to file gift planning prospect referral?

Development officers or fundraising staff members are typically required to file gift planning prospect referrals.

How to fill out gift planning prospect referral?

You would need to provide the individual's contact information, relationship to the organization, potential gift amount, and any relevant notes or details.

What is the purpose of gift planning prospect referral?

The purpose of the gift planning prospect referral is to identify and cultivate potential donors who may be interested in making planned gifts to the organization.

What information must be reported on gift planning prospect referral?

Information such as the individual's name, contact information, relationship to the organization, potential gift amount, and any relevant notes or details.