Past Events
Past Event
General Session
Thursday, November 17, 2022
8:30 AM — 11:30 AM
Marketing Your Planned Giving Program
How to leverage marketing and technology to scale your discovery, qualification and cultivation efforts for Legacy, Mid-level and Major Giving.
8:30am — Breakfast
9:00am — Marketing Panel
10:00am — Jeff Giannotto
11:00am — Networking
About this event
- Using marketing and technology to qualify and cultivate prospects for Legacy, Mid-level and Major Giving has long been a challenge for most nonprofit organizations. Generating highly qualified leads is often very expensive and time-consuming. Most traditional strategies and tactics involve ineffective, inefficient ‘spray and pray’ methods that yield poor returns on investment.
- And, at the end of the day, most nonprofits have a much larger list of supporters than they have time and human resources to personally qualify and cultivate each supporter for a greater involvement, so marketing and technology must play a role in scaling discovery efforts.
Learning Objectives
- Learn about innovative strategies and technology that can be implemented in-house or by an outside vendor to assist you in understanding exactly where donors are in their consideration process—allowing frontline fundraisers to use their limited time and resources to focus on prospects that are truly ready for outreach;
- Gain insight on how to create effective, donor-centric copy and design (using Dr. James’ research) to nurture and cultivate prospects that have the potential to make a legacy, mid-level and/or major gift, but aren’t immediately ready to speak with a fundraiser;
- And more!
Our Presenter
Jeff Giannotto
Senior Solutions Advisor,
MarketSmart (imarketsmart.com).
Jeff has been with MarketSmart for about 9 years. MarketSmart is a software and marketing services firm based in Maryland that develops and implements a proven engagement strategy to help nonprofit frontline fundraisers qualify and cultivate supporters for mid-level, major and planned giving, and set more appointments with supporters that are ready to make major gifts of assets.
Rutgers Club
85 Avenue E
Piscataway, NJ 08854
