Recently, we interviewed one of our oldest and most successful clients, Unity Point Health – Des Moines, a client since October 2004.

Read the resulting case study to learn:

  • How they utilize their community’s professional advisors to help fill the planning pipeline;
  • Look for certain donor characteristics to find prospective groups for the process;
  • Nurture long-term donor relationships offering the ability to know when it’s time for a donor to go back through the process;
  • How they invite donors into the process, and more!