System and methods for maximizing donations and identifying planned giving targets

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20050065809A1
SERIAL NO

10901891

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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To enable a non-profit to make informed decision about how to spend its limited resources efficiently to maximize its donations, systems and methods to determine prospect propensity and prospect capacity to identify what types of donations, such as annual gifts, major one-time gifts, or planned gifts, the non-profit should solicit from its pool of prospective donors and the likely amount of each such gift. Systems and methods that enable the non-profit further to identify what types of planned gift, such as bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, and life insurance, it should solicit from each of its prospective donors. The systems and methods use models developed using statistical analysis to generate relative scores for all prospective donors in the pool. Such scores and additional wealth information are provided to the non-profit in electronic format for further manipulation and use.

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Patent Owner(s)

Patent OwnerAddress
BLACKBAUD INC2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Henze, Lawrence Littleton, CO 1 62

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