Energize Your Program

  • Simply Irresistible: Demonstrating the Value of Gift Planning to Decision Makers

Speaker: Melanie Norton

This presentation explores different ways to articulate the relevance of gift planning to those who may be less familiar with the intrinsic benefits of a robust program and effort. Attendees will glean creative tools to better understand the stressors decision-makers face when resourcing an operation and help gift planners "speak the language" when relating to supervisors, boards and others who impact program support. This program investigates options for measuring program and gift planner success (metrics) and developing a narrative that will help build long-term investment in gift planning as an essential part of any comprehensive development program.

  • Creating Metrics That Measure What is Important and Increase Performance for Major and Planned Gift Officers

Speaker: Roy Grisham

Great metrics should motivate and guide your development team. This presentation will look at different approaches to metrics and discuss the importance of individualizing your metrics to the person and situation. Roy will discuss solutions to the problem created by the one size fits all metric reporting. The discussion will also cover the use of metrics to encourage the building of the pipeline of future gifts. Leave with a plan to create reports that allow for the best interpretation of metrics throughout the year.

  • Building an Effective Planned Giving Marketing Plan to Reach Your Best Prospects

Speakers: Joseph Tumolo, Patrice Cablayan and Phillip Zielinski

How do you create an effective planned giving marketing plan? Who should be your target audience? What are the most time efficient ways to market planned gifts? Hear from a panel of experts about how they have successfully marketed planned gifts at their organizations. Discover best practices and real-world examples so you can create a time efficient and effective planned giving marketing plan.

  • Why Gift Annuities Are Important For Your Future

Speaker: Ron Brown

Your future success is in your hands! Learn what rapidly-growing gift annuity programs are doing that other programs are not; how to benefit from American demographic trends; how to interpret breaking news about interest rates and other economic data; how to assure annuitants about the safety of their lifetime payments; and how to prove to your business office and fundraising leadership that gift annuities deserve a greater investment of staff time and marketing dollars.