PPGC Lunch and Learn Webinar

Title: Data-Informed Gift Planning:  Using Research to Help Donors and Improve Your Program

Presenter: Joe Bull 

Webinar Description: In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, "Leaving a Legacy: A New Look at Planned Giving Donors." Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA's most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders' support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.

Note: This session was pre-recorded on 1/30/2024.