Wednesday, July 8th, 2015
11:15 AM - 12:30 PM: Breakout 2
Survey Says! (Theirs AND Yours)
Targeting the right audience contributes 30-50% to the success of your Planned Giving efforts, enabling you to get to the right donors, with the right message, at the right time.
In this session we'll first analyze key findings from various national development studies ("Their" surveys) to recognize the potential in Planned Giving and successful strategic approaches tested in "big data."
Next we'll cover how your organization can develop your own customized?yet simple?survey research ("Your" survey) to identify key findings unique to your organization.
Then we'll review successful strategies for blending these research findings to identify the organization's best planned giving prospects for broad-based Planned Giving lead generation and one-on-one Planned Giving cultivation.
Learning Outcome #1
By attending this session participants will learn: Learn latest relevant key findings from various industry leaders performing research and surveys in the area of fundraising including specific findings in planned giving.
Learning Outcome #2
By attending this session participants will learn: Generate ideas for your own survey research that will provide data insights that are unique to your organization in regards to planned giving.
Learning Outcome #3
By attending this session participants will learn: Apply the data learned from "Theirs" and "Yours" survey research to maximize broad-based marketing returns and increase productivity of planned giving officers.