Creating Unit-Specific Planned Gift Likelihood Ratings

Track: Data Science

Session Number: 2006
Date: Fri, Aug 2nd, 2019
Time: 4:00 PM - 5:30 PM
Room: Grand Sonoran H-I

Description:

Our presentation will walk through how to create a regression model to identify planned gift prospects based on type of gift, as well as unit of interest. We will overview the types of planned gifts to consider and how to build the model, including a live demonstration on how to build the model in Excel. Finally, we talk about implementing the score with development staff and challenges.
Session Type: Breakout Session (90min)

Primary Competency: DA:Competency 4: Statistical Techniques and Competencies
Secondary Competency: PR:Competency 7: Screenings
Tertiary Competency: DA:Competency 7: Fundraising Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Excel
Learning Objective #1: Attendees will learn concrete steps to create a planned gift likelihood model
Learning Objective #2: Attendees will learn about the different types of planned gifts to consider using for the model
Shop Size: Mid-Size/Large
Session Type: Breakout Session (90min)

Primary Competency: DA:Competency 4: Statistical Techniques and Competencies
Secondary Competency: PR:Competency 7: Screenings
Tertiary Competency: DA:Competency 7: Fundraising Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Excel
Learning Objective #1: Attendees will learn concrete steps to create a planned gift likelihood model
Learning Objective #2: Attendees will learn about the different types of planned gifts to consider using for the model
Shop Size: Mid-Size/Large