Bequest propensity
Predict likelihood to include your org in an estate plan.
Identify bequest‑likely supporters and guide long‑horizon stewardship steps.
Predict likelihood to include your org in an estate plan.
Use tenure, engagement, and program fit for prioritization.
Recommended touches for relationship building.
Assign top prospects to human follow‑up.
Models surface high‑probability legacy prospects and prescribe appropriate, low‑pressure outreach.
Likelihood to leave a legacy gift.
Program and mission alignment strength.
Tenure and engagement with your org.
Next best human step to take.
We’ll run a quick analysis and show the lift you can expect — and why.