Calgary - Feb. 5th, 2020
Vancouver - Feb. 6th, 2020
Usingprogram, donor base and prospect research in your Planned Giving program: Advancing your program from Planned Giving to Gift Planning
Join Catherine Chalmers, Ed Sluga and Tracey Church as they introduce attendees to how they can use program, donor base and prospect research in their planned giving (legacy) programs.
With the idea that “anyone can make a planned gift”, organizations are often at a loss as to how to prioritize marketing and solicitation of the prospects within their legacy programs. First presented at the CAGP Conference in April 2019, Catherine, Ed and Tracey show how they have broken down their own silos to work together from their major gift, planned giving and prospect research perspectives to realize the largest funding potential for organizations. The presentation will provide clear information on the use of broad-spectrum data mining and marketing techniques to identify those with the highest giving potential and then take those prospects identified to the next step with deep dive asset research.