Leaving a Legacy: A New Look at Planned Giving Donors

Description

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

• Who is most likely to make a planned giving and their motivations
• The importance of building lifelong, personal relationships with current and future donors
• The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.

Speaker

Sarah W. Williams

Sarah joined Marts & Lundy in 2002. She has extensive experience in research and analysis and leads a team of analysts who develop solutions that evolve to meet the changing philanthropy landscape. Sarah served on Marts & Lundy’s Board from 2009-2012 and is a member of the Leadership Team. Sarah is a Fundraising Operations Task Force Member and Adjunct Instructor at Rice University’s Center for Philanthropy and Nonprofit Leadership. In addition, she serves on the Giving USA Foundation board.

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