WealthEngine’s Planned Giving (PG) Model allows you to identify who, among the constituents in your donor base, is likely to plan contributions of their estate to your organization. This is determined based on an evaluation of characteristics or patterns that are most indicative of your existing planned givers.

The attached article will cover:

  • What you will learn
  • When to use it
  • How long it takes
  • Deliverables
  • Customer and WE Attribute Inputs
  • Model Output