Tuesday, October 7 • 10:15am - 11:15am
How to Identify Planned Giving Prospects on Your Major Giving List

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The good news: your donor list probably has some very strong planned giving prospects on it. The challenge: the factors that highlight donors likely to give major gifts aren’t the same for planned giving donors. How do you identify planned giving prospects? By understanding the different philanthropic and wealth markers that correlate with future planned giving. Learning objectives: • Factors that identify planned giving donors • Free, low cost and premium tools to identify planned giving donors

THe objectives of this session are to:

1. - Identify the philanthropic and wealth makers that best predict planned giving donors

2. - Highlight free, low cost and premium tools to identify and research planned giving donors

3. - Explain how to analyze data that points to planned giving donors and how to formulate approach strategies



Mary Bannon

Corporate Director of Philanthropy and Planned Giving, Franciscan Sisters of Chicago

avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide... Read More →

Tuesday October 7, 2014 10:15am - 11:15am
Salon F

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