Case Study: Environmental Organization achieves 223% increase in Legacy Society membership with Bonterra EveryAction (DonorTrends)

How an Environmental Organization used DonorTrends to Secure Planned Gifts

The Environmental Organization sought to grow its Legacy Society and better identify which existing members merited high‑touch, one‑to‑one cultivation as Baby Boom wealth transfers accelerated. To stop wasting budget on broad newsletters and pinpoint planned‑giving prospects, the Organization partnered with Bonterra EveryAction and used its DonorTrends predictive scoring service.

Bonterra EveryAction applied DonorTrends to analyze donor behavior, rank prospects, and shift contacts—more frequent outreach to high‑ranked donors and reduced mail to low‑scored donors. The DonorTrends model outperformed traditional RFM segmentation: Legacy Society joins rose 223% (control 0.06% → DonorTrends 0.20%), information requests increased 125% (0.24% → 0.54%), and two bequests totaling $46,588 were identified.