Developing a Multichannel Planned Giving Marketing Program

Tim Logan, Ruffalo Cody

Brochures, mailings, the Internet. . . all techniques you use to market your planned giving program.  But are you reaching the right people with the right message?  In today’s multichannel environment, you need a Planned Giving Marketing Plan. We will discuss how to identify planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies.   Attending this session you will learn the seven step process to put it all together and develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

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Timothy D. Logan, ACFRE is Senior Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Fundraising for RuffaloCODY.  Tim has been with RuffaloCODY since June, 2003.

Tim has worked in both the for-profit and nonprofit sectors and has over 33 years’ experience in fund raising, nonprofit management and multichannel direct response marketing.  In addition to holding AFP’s prestigious ACFRE credential, he holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University, Cleveland, OH.

Tim’s background in the nonprofit sector includes 17 years’ experience at the local and national levels. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH.  Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association.  He has served as Director of Development Services with the Epilepsy Foundation and was Director of Individual Giving at USO World Headquarters,  Prior to joining RuffaloCODY Tim served as the Senior Director of Development for the National Osteoporosis Foundation in Washington, D.C.

Tim has also spent 16 years as a direct response fund raising consultant.  In addition to managing multi-million dollar direct response programs, he has been a leader in developing innovative  multichannel direct response programs targeted to major and planned giving donors.  Tim’s most recent work is using enhanced data in grateful patient nondonor programs and using the phone to screen major donor prospects. His 20 years of Planned Giving experience includes working with advisors, developing donor relationships, and designing effective planned giving marketing and communication strategies.

Tim is past president of the Mandel Center Alumni Association at Case Western Reserve University.  He is a past board member of AFP, Greater DC chapter, a member of the AFP national ACFRE Marketing Committee and a past member of the AFP national Professional Education committee.  He has worked on past conference committees for the Direct Marketing Association Nonprofit Council. Tim is a member of the National Capital Gift Planning Council in Washington, DC.

An AFP certified Master Instructor, he is a seasoned lecturer and author on fundraising and nonprofit management.