Landing meetings with planned and major gift prospects has long been a challenge for most organizations. Generating highly qualified leads is often very expensive and time-consuming as most traditional strategies and tactics involve ineffective, inefficient ‘spray and pray’ methods that yield poor returns on investment.

Learning Objectives:

  • Learn about innovative strategies and technology that can assist you in understanding exactly where donors are in their consideration process – allowing frontline fundraisers to focus on prospects that are truly ready for outreach;
  • Gain insight on how to create effective, donor-centric copy and design for both on – and offline marketing efforts (using Dr. James’ research);
  • Tips on how to cultivate and nurture prospects that have the potential to make a legacy and/or major gift, but aren’t immediately ready to speak with a fundraiser;
  • And more!

7:45 – 7:55 am Login
7:55 – 8:00 am Welcome and Introductions
8:00 – 9:00 am Program

Our Presenters:

  • Michael Calabria – Planned Giving Director at Unbound – Michael has been with Unbound since 2001, serving for his first eight years as director of finance before moving to the role of planned giving director. He works primarily with people who are interested in making estate gifts and other sizeable donations to support the work of the organization.
  • Tim Andrews – Executive Director of Planned Giving at Benedictine College – Tim is a 1988 Benedictine graduate who has been with the college for nearly 18 years as Director of Planned Giving. He has taken on the additional role of Executive Director of Alumni and Career Services. He will work to align career services with the alumni community and leverage those strong relationships to create internship and employment opportunities for Benedictine students.
  • Jeff Giannotto – Senior Solutions Advisor at MarketSmart – For over 6 years, Jeff has been with MarketSmart  a software and marketing services firm based in Maryland, with a focus on planned, mid-level, and major giving. Leveraging integrated technology and marketing, MarketSmart helps nonprofits qualify and prioritize potential donors, as well as cultivate supporters in a highly-personalized way that engages them deeply in the mission of their favorite charity. Simply put, MarketSmart helps fundraisers raise more dollars, at less cost, more efficiently.