Title: Data-Informed Gift Planning:  Using Research to Help Donors and Improve Your Program

Presenter: Joe Bull 

Webinar Description: In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, "Leaving a Legacy: A New Look at Planned Giving Donors." Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA's most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders' support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.

Speaker Bio: Joe Bull currently serves as Vice President and Chief Advancement Officer at Wilmington College, and is the founder and principal of Philanthropy Advisory Council, LLC. He has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy and the Columbus Zoo and Aquarium, and provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. He is currently the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners--only the second person to have held the top leadership position at both of charitable gift planning’s professional organizations.

Pricing for individuals: $35 for members (log in to see member pricing); $79 for non-members Not yet a member? Join today and access member discounts.

Pricing for groups: $149 for councils; $209 for organizations The group host will receive one Zoom access link. [Group webinar FAQs]


Event Type: 
Purchase Type: 
Date of Event: 
Tuesday, January 30, 2024 - 13:00