New Horizons

  • Marketing Plans Involving Surveys—Eblasts, Phone and Print Surveys

Speaker: BJ Dorman, Jeff Hesseltine

October 29 @ 11:00 AM PDT

There are three primary types of Donor Surveys—Digital, Phone and Mail. A Donor Survey is designed to identify planned giving leads, bequest intentions, life income options as well as provide opportunities for engagement. The messaging of the survey is need-focused, i.e. protecting your family, helping with education, etc. For any of the survey types, the donor file selection is very important in determining success. Learn to develop a modeling strategy to identify donors most likely to make a planned gift. Review the outcomes of all three survey types.

  • Gift Planning Coming Out of COVID-19: Lessons Learned for Successful Future Fundraising

Speaker: Kristen Schultz Jaarda

October 19 @ 11:00 AM PDT

How have effective charities marketed and closed planned gifts during the COVID-19 pandemic? What lessons can be learned about donor communications, virtual fundraising and donor stewardship? What does the future look like for planned gifts? Hear the latest research from Crescendo and practical advice on how to be a better fundraiser coming out of COVID-19.