Using Data Effectively to Strengthen Your Gift Planning Program with Joe Bull

aPRIL 9 at 2 p.m. ET

Strong gift planning programs balance the art and science of charitable gift planning. This session will focus on an important aspect of the science component, data. What data should you be tracking? How can this data be integrated into your CRM? Should you create your own GP database? How should you track “current” planned gifts? We will incorporate CGP’s Guidelines for Reporting and Counting Charitable Gifts and the National Standards for Gift Planning Success. We will also discuss how to best use this data to make a strong case for increased support of your gift planning program and for your annual performance review.

About Joe Bull:
With 40 years of experience in the philanthropic arena, Joe Bull is known as an effective leader of highly performing advancement teams, for his technical expertise as a charitable gift planner, and a nationally recognized speaker and author on charitable gift planning issues. He is the principal counsel and founder of Philanthropy Advisory Counsel, LLC and has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, the Columbus Zoo and Aquarium, and Wilmington College. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving and has also held positions in planned gift development at Duke and North Carolina State Universities. He is the Immediate President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. Joe was inducted into The National Association of Charitable Gift Planners Hall of Fame in 2025.  As such, he is only the second person to have held the top leadership position at both of charitable gift planning’s professional organizations. He is admitted to the Ohio and North Carolina bars.