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SUMMARY:Leaving a Legacy: A New Look at Planned Giving Donors
DESCRIPTION:Description\nThis 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: \n\nWho is most likely to make a planned giving and their motivations\nThe importance of building lifelong\, personal relationships with current and future donors\nThe benefit of receiving planned gifts of all sizes and how to engage different types of donors\n\nSarah 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. \nSpeaker\nSarah W. Williams \nSarah 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. \nRSVP for this luncheon
URL:https://cgpaustin.org/event/leaving-a-legacy-a-new-look-at-planned-giving-donors/
LOCATION:Truluck’s\, 400 Colorado St.\, Austin\, TX\, 78701\, United States
CATEGORIES:2019 Monthly Luncheons
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