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Planned Giving: The Data Behind the Models

Track: Data Science

Session Number: 6032
Date: Fri, Jul 29th, 2022
Time: 10:30 AM - 11:30 AM
Room: International 9

Description:

Predictive and prescriptive models provide accurate insights into the best planned giving prospects in your file. Taking it a step further, these insights may be applied to a specific type of gift such as an annuity, bequest, or trust. However, being the inquisitive, data-driven professional you are, more information will truly satisfy your curiosity. Specifically, which data elements correlate most strongly with planned giving behavior, and, looking at from a different perspective, which variables are data dead-ends? If this addresses both your professional and intellectual fancies, this is a session for you!
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will understand the importance of data analytics tied to planned giving prospect identification and funding success.
Learning Objective #2: Attendees will learn which institutional and third-party variables correlate with planned giving activity, and which data elements, if available, would provide even greater insight.
Primary Competency: DS:Competency 1: The Data Science Umbrella
Secondary Competency: DS:Competency 1: The Data Science Umbrella
Tertiary Competency: DS:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: None.
Organization Size: All Team Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will understand the importance of data analytics tied to planned giving prospect identification and funding success.
Learning Objective #2: Attendees will learn which institutional and third-party variables correlate with planned giving activity, and which data elements, if available, would provide even greater insight.
Primary Competency: DS:Competency 1: The Data Science Umbrella
Secondary Competency: DS:Competency 1: The Data Science Umbrella
Tertiary Competency: DS:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: None.
Organization Size: All Team Sizes