Drive Sustainable Fundraising Growth
Your donor file already contains individuals ready to make a lasting impact. Our planned giving approach identifies those most likely to include a bequest and provides the strategy, outreach, and support to convert potential into measurable philanthropic outcomes.
By integrating predictive data science with thoughtful, human-centered stewardship, we help organizations increase planned gifts, enhance donor lifetime value, and cultivate enduring legacies.
Unlock the Power
of Legacy Giving
Request a personalized strategy session to see how Moore’s omnichannel approach inspires more donors to make lasting, transformational gifts.
Your Next Legacy Donors
Discover High-Potential Planned Giving Donors Early
By analyzing data from acquisition and reactivation, you can identify donors with a giving history who are most likely to make a legacy gift. A proactive, integrated strategy ensures high-value prospects are recognized early and stewarded effectively from the start.
Remove fear. Build trust.
Empower Donors to Leave a Lasting Impact
More than half of Americans over 55 lack a will, with even higher rates among BIPOC communities. Fear of mortality, financial uncertainty, and confusion about the process prevent many from taking action. By providing education and support across channels, you demystify planned giving and inspire donors to deepen their commitment—often resulting in increased outright and major gifts.
Why Choose Planned
Giving with Moore?
Moore blends advanced data analytics, predictive modeling, and decades of fundraising experience to identify and steward your highest-potential planned giving prospects. We go beyond surfacing names—providing actionable insights, personalized engagement journeys, and omnichannel strategies that increase legacy commitments, strengthen donor trust, and grow long-term revenue. Here’s how:
Reach New
Planned Givers
Learn how an omnichannel planned giving strategy can significantly increase your planned gifts.
International Relief Organization Case Study
Challenge
A leading international relief organization sought to deepen donor engagement and secure legacy commitments but did not have the internal capacity to execute personalized outreach at scale.
Solution
Moore deployed Donor Ambassadors as part of the organization’s planned giving strategy, delivering personalized outreach to cultivate relationships and engage donors. Ambassadors connected with each donor to confirm legacy commitments while uncovering motivations and preferences to guide tailored stewardship.
Results
- Confirmed 205 legacy gifts, including major commitments of $1 million and $4 million
- Identified 75 high-potential donors for legacy portfolio placement
- Enabled ongoing engagement by uncovering 209 phone numbers and email addresses
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Children’s Hospital of Philadelphia Case Study
Challenge
Children’s Hospital of Philadelphia aimed to strengthen donor relationships while identifying supporters most likely to make planned gifts, ensuring targeted and effective stewardship.
Solution
Leveraging SimioCloud’s AI-driven modeling, we identified high-propensity planned giving prospects and developed tailored outreach strategies to engage them effectively, ensuring meaningful donor interactions and maximizing legacy giving potential.
Results
- Planned giving response rates increased by 50% year-over-yearÂ
Learn More About Planned Giving
Giving goes up after someone designates a gift.
How the data about a donor can help you create the right 1:1 marketing for them.
