How do I see a list of people who left a gift? Can I download it?

There are a few ways to do this. The best and easiest way is to visit Legacy Gifts, which will show you a full list of anyone who has indicated they have left a gift to your organization in their will, trust or by beneficiary designation. You can download this list by clicking “Export.”

This will download a list of supporters who indicated they left a legacy gift to your organization. In order to download their survey responses, you must do that by campaign in the Data Center.

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Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?

Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?

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Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.

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