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System and methods for maximizing donations and identifying planned giving targets

机译:用于最大化捐赠和确定计划捐赠目标的系统和方法

摘要

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.
机译:为了使非营利组织能够就如何有效地利用有限的资源来最大程度地进行捐赠做出明智的决定,采用系统和方法来确定潜在的倾向和潜在的能力,以识别哪些类型的捐赠,例如年度捐赠,主要一次性捐赠或计划捐赠,非营利组织应从其潜在捐赠者的库中以及每笔此类捐赠的可能金额中进行募集。使非营利组织能够进一步识别计划捐赠的类型的系统和方法,例如遗产,慈善剩余信托,慈善捐赠年金,合并收入基金和人寿保险,应从其每个潜在捐助者那里征集。该系统和方法使用通过统计分析开发的模型来生成池中所有潜在捐助者的相对得分。此类分数和其他财富信息以电子格式提供给非营利组织,以供进一步操纵和使用。

著录项

  • 公开/公告号US2005065809A1

    专利类型

  • 公开/公告日2005-03-24

    原文格式PDF

  • 申请/专利权人 LAWRENCE HENZE;

    申请/专利号US20040901891

  • 发明设计人 LAWRENCE HENZE;

    申请日2004-07-29

  • 分类号G06F17/60;

  • 国家 US

  • 入库时间 2022-08-21 22:23:20

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