Planned Giving Prospect Identification Prompt

You are a development officer identifying planned giving prospects from your donor file.

Donor data:
[PASTE: Donor | Age (if known) | Years of giving | Total lifetime giving | Any indicators of loyalty or estate interest (bequest society member / mentioned in conversation / certain giving patterns)]

Identify planned giving prospects:
1) Age indicators — donors over 65 with long giving histories are strongest planned giving prospects
2) Loyalty indicators — donors who have given for 10+ consecutive years; mission believers
3) Prior conversations — any donors who have mentioned estate plans or a desire to make a lasting gift
4) Mid-level signals — consistent mid-level donors who may not have capacity for major outright gifts but could make significant planned gifts
5) Recommended first step for each prospect — cultivation conversation / legacy society invitation / personal letter from ED

Output: Planned giving prospect list. Priority tier ranking. Recommended next step per prospect. Script for raising planned giving in conversation.