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A Better Data Driven Approach to Identifying Top Prospects

Thursday, November 17, 2022
12:30 pm2:30 pm
Macomb Community College Foundation (South Campus - Warren)

Presenter:: Matt Borden, Director of Planned Giving, University of Dayton

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

Plus: A Tax & Legislative Update by Laura Brownfield, General Counsel
Community Foundation for Southeast Michigan.

Approved for 1.5 CFRE CE Credits

Location sponsor: Macomb Community College Foundation

Fee sponsor: Community Foundation for Southeast Michigan