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Monday, October 10 • 10:45am - 11:45am
From Walking To Running: Developing an Intentional Planned Giving Program

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 This session will cover:

▪         Data Base

  1. Direct Mail measurements:  data base attributes to consider
  2. Finding the sweet spots
  3. Monitoring trends                  

 ▪         Marketing

  1. Right brain/left brain skills:  know your stuff (and know what you don’t know)
  2. Planned Giving newsletters:  how to get them read
  3. Gift Annuities:  beginning a program without institutional risk
  4. Acknowledgement letter brochures: make them your own and save a bundle
  5. Planned Giving web pages:  cost, what to feature, how to feature, updating content and measuring success
  6. Cross marketing:  how direct mail, email and the web can work hand-in-hand
  7. Affinity marketing
  8. The power of the testimonial
  9. The power of creating a personal/professional identity
  10. Developing successful conversion programs for planned giving leads
  11. The Planned Giving Society:  does a donor care?

▪         Internal

  1. Policies and procedures
  2. Working with the finance officer and the direct mail manager
  3. Why planned and major gifts need to play in the same sandbox

 ▪         Visits

  1. Who and how often
  2. How to get in the door
  3. Involving the CEO

 ▪         The Future of Planned Giving

  1. How the field has changed in the last 20 years
  2. External competition
  3. Addressing demographic shifts
  4. Staying current with legislation

▪         Resources

  1. Building a planned giving library
  2. ACGA, PPP, NCDC and local councils
  3. The use of consultants

avatar for Amanda Eberhart

Amanda Eberhart

Director of Development, Sisters of St. Francis

avatar for Daniel Pritchard

Daniel Pritchard

Director, Planned & Major Gifts, Society of the Little Flower
Dan Pritchard is the Director of Planned and Major Gifts for the Society of the Little Flower.  With over 20 years of experience, he has written numerous articles on a wide range of topics in the field, has served as chair of the National Catholic Development Conference’s planned... Read More →

Monday October 10, 2016 10:45am - 11:45am EDT
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