Chatting About Planned Giving With Timothy Logan, FAHP, ACFRE - Resource Center - AFP: "5. If you could design an app for Planned Giving newbies what would it do?
There's a lot a PG app could do so let's stick with what would be helpful to have right at your fingertips:
PG Definitions – key terms defined.
PG Gift Concepts – a listing of each type of gift and an explanation of the four core characteristics of each: target age, target wealth, donor’s charitable goal, donor’s financial goal.
PG content – apps are all about content so I would want to access off of my organization’s PG brochures.
Gift calculator – the app would contain a PG gift calculation tool and, of course, the monthly discount rate would update automatically.
Portfolio management: the app would allow me to upload my top (50 or so) PG prospects where I could rate them and track contact with them.
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'via Blog this'
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