DAS 8B: A Mix not to Miss: Blended Gifts

Track: Data Analytics Symposium

Session Number: DAS 8B
Date: Thu, Jul 27th, 2017
Time: 1:15 PM - 2:00 PM

Description:

If blended giving programs were as popular as blended drinks, this session would not be necessary. In truth, blended gift opportunities are often overlooked, under cultivated and unsolicited. For almost every organization, college or university, blended gift opportunities should comprise a larger percentage of gift officer portfolios.

In this session, presented by experts in prospect research and management, analytics, and fundraising, you will learn the following:

1. The best analytics and research methodologies for the identification of individuals likely and capable of making blended gifts, including asset combinations that may constitute gifts of complex assets
2. Strategies for distribution of blended gift prospects through gift officer portfolios, metrics, integration of planned giving/major giving activities
3. How to identify blended gift prospects through discovery calls, meetings
Sub-Categorization: Enterprise Track
Session Type: Breakout Session (45 minutes)

Primary Competency: DA:Competency 9: Change Management/Strategic Thinking
Secondary Competency: DA:Competency 7: Fund Raising Knowledge
Tertiary Competency: None
Additional Body of Knowledge Competencies: Just an FYI - we will also have a fundraiser from City of Hope present with us. It wouldn't allow me to enter it into the speaker dropdown.
Intended Audience Level: Level II
Learning Objective #1: 1. The best analytics and research methodologies for the identification of individuals likely and capable of making blended gifts, including asset combinations that may constitute gifts of complex assets
Learning Objective #2: 2. Strategies for distribution of blended gift prospects through gift officer portfolios, metrics, integration of planned giving/major giving activities
Sub-Categorization: Enterprise Track
Session Type: Breakout Session (45 minutes)

Primary Competency: DA:Competency 9: Change Management/Strategic Thinking
Secondary Competency: DA:Competency 7: Fund Raising Knowledge
Tertiary Competency: None
Additional Body of Knowledge Competencies: Just an FYI - we will also have a fundraiser from City of Hope present with us. It wouldn't allow me to enter it into the speaker dropdown.
Intended Audience Level: Level II
Learning Objective #1: 1. The best analytics and research methodologies for the identification of individuals likely and capable of making blended gifts, including asset combinations that may constitute gifts of complex assets
Learning Objective #2: 2. Strategies for distribution of blended gift prospects through gift officer portfolios, metrics, integration of planned giving/major giving activities