Wanted, Dead or Alive: Finding Missing Beneficiaries

Your gift annuitant has stopped depositing her payments. Payments to another annuitant keep being returned as undeliverable. Remainder trust payments keep being deposited by a beneficiary who is well past 100. Are they really still alive? What should you do? Missing beneficiaries is an ongoing challenge for many planned giving programs. In this webinar, Morgan Heck will draw on her 13 years of experience as a prospect researcher to share practical strategies and useful resources for finding beneficiaries and donors who have gone missing. PG Calc’s Kara Morin will present Morgan with common missing person cases and offer advice on what to do if a person simply can’t be found.