Prospect Management for Planned Giving Prospects

Track: Relationship Management

Session Number: 1126
Date: Fri, Aug 10th, 2018
Time: 1:45 PM - 2:45 PM
Room: Room 304-305

Description:

Prospect Management is usually focused on Major Gifts. How do we apply these principals to Planned Gifts. What does the solicitation cycle look like for the various Planned Giving vehicles. What about gifts in kind? We will look at how the Philadelphia Museum of Art tracks Planned Giving Prospects. We will also cover how to build a Planned Giving Score to identify prospects.
Session Type: Breakout Session

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: DA:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to track Planned Giving prospects through the solicitation cycle
Learning Objective #2: Attendees will learn how to develop a simple planned giving score to identify planned giving prospects
Shop Size: Mid-Size/Large
Session Type: Breakout Session

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: DA:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to track Planned Giving prospects through the solicitation cycle
Learning Objective #2: Attendees will learn how to develop a simple planned giving score to identify planned giving prospects
Shop Size: Mid-Size/Large