Title: Metrics Made Manageable: Making Planned Giving Data Work for You

Presenters: Stacy Sulman

Date: May 31, 2022

Time: 1:00 to 2:00 p.m. EST

As the world relies more and more on data and metrics, you and your planned giving department can too. And you don't need a degree in math. You can use available data to develop realistic and manageable metrics to support your planned giving efforts. In this webinar, we'll identify different kinds of organizational data that are readily available within the context of planned giving, whether it be legacy donor prospects, legacy event attendance, responses to mailings, web traffic, or estates in settlement. Then, we will show how metrics can be used to tell a success story about your gift planning program. When we're done, you will have the techniques and confidence to identify and use data to make your own case for planned giving achievement.

Comments from 2021 CGP Conference Attendees:

  • "This was a solid presentation. I love the topic of metrics and the suggestions shared were terrific."
  • "Stacy Sulman offered practical ways to provide metrics to support the planned giving office."

Stacy Sulman

vice president for personalized philanthropy and Legan affairs, american committee for the weizman institute of science

Stacy B. Sulman, JD, is the Vice President for Personalized Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science, where she has worked for over 13 years. In that capacity, among other responsibilities, Stacy oversees planned giving, including the organization’s loyalty and legacy societies, estate settlements, and gift annuity administration. Previously, Stacy served as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey. Stacy teaches Planned Giving at New York University’s Heyman School for Philanthropy and Fundraising, and speaks on various aspects of planned giving to local, regional, and national groups, and has published in Planned Giving Today. Stacy has also taught at the University of Arizona College of Law. Stacy currently serves as President of the Philanthropic Planning Group of of Greater New York and as a member of the Goucher College Hillel Board. She has previously served on the Board of Directors of Daughters of Israel Geriatric Center in New Jersey. Stacy received her JD from the University of Arizona College of Law, and her Bachelor’s Degree from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.


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Tuesday, May 31, 2022 - 13:00