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Tuesday, September 18 • 10:30am - 11:30am
Planned Giving Basics & The Data That Should Drive Your Marketing Questions

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This session addresses marketing basics for any planned giving program, as well as the data & results of studies that should drive your decision making. The presentation will include the Sharpe Gift Matrix™ & how to use it to identify the types of gifts most appropriate—and most likely--for different types of donors based on identifiable characteristics. Learn who your best PG prospects are, when they make their final and operative gift decisions and the types of marketing that tends to work best. This presentation will utilize 50 years of proprietary studies of what has worked and why. It will also discuss why certain types of efforts work better than others.

1. Understand who makes planned gifts and their characteristics
2. Learn when key planned gift decisions are made
3. Be better prepared to ask for the right gifts from the right people based on PG research studies


avatar for John Jensen, CFP

John Jensen, CFP

Sr VP & Senior Consultant, The Sharpe Group
John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning programs. He has... Read More →


Renea Steele

Missionary Society of St. Columban

Tuesday September 18, 2018 10:30am - 11:30am
Salon C

Attendees (15)