Does Planned Giving Need a Lifesaver?

Date: Now on-demand!
Time: View at your leisure!
Duration & Cost: 60 minutes & FREE

Dawn Galasso
VP, Technology Sales
T. Clay Buck, CFRE
Fundraiser, Consultant
Lisa Greer
Donor, Philanthropist, Entrepreneur
Chris Lyons
NonProfit PRO
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Staying afloat in an ever-evolving fundraising landscape is a challenge. Fundraisers need to be data-seekers, data-intellects, and data-strategists. In fact, raising more money across the pyramid needs to pivot, and data is what will drive the change. But what data is important? For planned giving in particular, the old way of looking at data points such as age (over 60) and capacity (based on real estate and other wealth indicators) is outdated, and could be detrimental to your fundraising success.

While external data such as demographic and psychographic help profile a donor, your organization's internal data needs to be incorporated in identifying your best planned giving prospect. External data is important, but combining that with your donors' giving behaviors is where you turn the tide.

Our expert discussion will shed light on the power of integrated data and share dynamic strategies, based on real life donor and fundraising perspectives and best practices. Learn how your planned giving pool is actually bigger than you probably think and deeper into your donor pyramid. Join us to learn more about how to strategically inform, engage, and influence donor relationships in an impactful, authentic manner.

  • Leverage critical data to uncover viable planned giving opportunities
  • Learn best practices about why hyper personalization and targeted communications drive results
  • Questions? Email us at [email protected] or give us a call at (215) 238-5300.

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