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Demonstrate understanding of the prospect profile

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Reference no: EM132151362

For this assignment, you will create a Planned Giving Profile.(one or no more than two pages)

For the purpose of confirming a planned gift prospect's financial, asset, estate status, and likelihood of giving, the planned giving prospect profile provides those details, suggested gift vehicle, suggested gift level, and gift purpose along with steps for cultivation and ultimate solicitation.

Assessment will be based upon students' ability to demonstrate understanding of the prospect profile by logically and demonstrably listing and detailing the elements of a prospect profile that will enable the reader to have confirmation of a bona fide planned gift prospect and direction for cultivating and soliciting the prospect.

Reference no: EM132151362

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