Tap the deep pool of support among your long-time donors for planned gift commitments with the IDC PGCall^TM Planned Giving Calling Program.

What clients value

How it works:

We analyze your donor database to identify your best planned giving prospects. You and your team review the PGCall^TM list, pulling out any major donor prospects you are retaining for capital purposes and/or any known planned gift prospects reserved for face-to-face visits. The prospects receive a pre-call introductory letter with appropriate enclosures a few days in advance of the calls. Veteran IDC callers call your prospects and thank them for their loyal support. In an informal, but structured conversation, the callers explore and record the reasons for the donor's loyal support and ask them if they would consider including your organization in their long-term plans through a bequest or other planned giving commitment.

When callers learn of pre-existing, but previously undisclosed commitments, they record that information, and you send a letter of appreciation and commitment document. When callers learn the prospect would like to learn more about planned giving vehicles and benefits of making a planned gift, they pass that information to either you or, depending upon design, a consultant with The Planned Giving Company. Experienced Planned Giving Company consultants are available to contact the prospects to provide additional information and guidance for making a planned gift commitment. You may track this progress and results (including prospect notes) via our PGCall^TM Online Report. You acknowledge commitments and welcome the donors into your organization's planned giving recognition society in accordance with your established procedures.

Annual Giving CallerMax® Capital Campaign Comprehensive Campaign IDC and PGCallTM IDC Phone Centre PHONE/MAIL®

Membership Development PledgeNet DataLinkSM Student Enrollment & Retention Management Surveys Telemax® eZpledgeSM