Paula Moss, Executive Director of Development, Rockhurst University
Tim Andrews, MPA, CAP, Legacy Planning, Benedictine College
Topic: Identifying Planned Giving Donors Through Marketing Strategies and Technology – the basics and the next step.
Summary of Presentation: Are you a small organization wanting to identify new planned giving leads? You know you should be looking for planned giving donors, but not sure where to start? Maybe you have been sending out a postcard or adding a planned giving message in your newsletter, but are interested in how to utilize technology to help you expand your reach and identify new planned giving prospects? Are you asking yourself what is the next step?
Join us as we share some basic marketing strategies in identifying planned giving prospects. After exploring where to begin we will also take you to the next level with how to use technology to help you identify gifts and new prospects. Whether you have a small budget or are willing to invest in new strategies this session is for you!
- Identify your best prospects from your current database.
- Learn some simple marketing strategies for identifying and cultivating new planned gifts.
- How to utilize technology to help your build your planned giving prospect pool.
About Paula: With over 26 years of development experience, Paula Moss has worked in all areas of development for organizations like United Way, Catholic Charities, Diocese of Kansas City – St. Joseph, Benedictine College and recently joined Rockhurst University. Paula has served on multiple boards – Catholic Charities of Kansas City – St. Joseph, Bethany College Alumni Association, United Catholic Stewardship Conference, and more. When she is not raising money she loves to run, hike, and spend time with her family.
About Tim: Fundraising professional for over 23 years, Tim has experience in all facets of fundraising at the secondary and higher education levels. Tim was director of annual giving at Benedictine College, director of development at St. Thomas Aquinas High School then returned to Benedictine as a planned giving officer and director of alumni relations. He now is full-time in planned giving exclusively. He has his MPA in Non-Profit Management from UMKC and is a Chartered Advisor in Philanthropy. He and his wife Lisa are usually quite busy with their five children.