We e used to segmenting our lists on the basis of capacity for capital campaigns. What would it look like to segment by loyalty for an endowment campaign?
1. Wealthy Loyals – Approximately 6% of planned giving donors are wealth-ranked. Solicit them face-to-face for combination outright and deferred gifts. They can make all the difference in your campaign. You can identify them by running a match between wealth ratings and your loyals list in your database. Or ask us to identify them with our WealthMatch add-on when we run PGFinder on your database. Add the longest consecutive year donors from Group 2 below to this group for face-to-face solicitation, but solicit them for deferred gifts only. 2. Non-Wealthy Loyals – Most loyals cannot afford to give you an outright gift of any substantial size for your capital campaign. However, they will make an asset transfer to you at death or with the help of a life income gift during their lifetimes. These gifts are typically 200 to 300 times the size of their largest annual fund gift. This group typically comprises about 20% of your total solicitable database–too many to solicit face-to-face. Do no
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