Planned Gift Data Crunching Workshop

Presenter: Brian Nielson 
Date: November 28, 2018
Time: 1:00 to 2 p.m. EST
Spend an hour playing with data! Attendees will receive a spreadsheet of sample data, as well as instructions for querying their own database to create a working spreadsheet of donor information. During the webinar, Brian Nielson will demonstrate how to use pivot tables, charts and mapping to turn that raw data into information you can use to guide decisions about who your best prospects are and when and how to contact them. We’ll use Excel during this webinar, but the concepts you’ll learn can be applied to data analysis, no matter what software you use. You'll get the most from this program if you have access to two screens--one to watch the webinar and one to execute the instructions that Brian will give you. Voice lines will be open during the webinar, so you can ask questions and interact with Brian and other attendees. 
Who should attend? This program covers foundational skills. If you're already an experienced data-cruncher, or if you have database analysts on staff, this program will be a refresher for you.  
After law school, Brian Nielson practiced law in estate, business, & asset protection planning. During that time he was also a consultant on creating paperless offices and taught for the Academy of Multidisciplinary Practice, specifically helping financial advisers understand the value and use of life insurance in estate planning. Brian transitioned to development as the Associate Director of Planned Giving for the University of Cincinnati Foundation, joining just prior to the public phase of a $1B campaign. Transitioning to The College of Wooster, Brian worked with 50th reunion classes and as Director of Planned Giving, reestablished a comprehensive planned giving operation for The College, helping to raise $40M for a new building before the blue prints were complete, and helping exceed the campaign goal just months after taking the campaign public. Brian is now the Executive Director, Estate and Gift Planning for the ASU Foundation for a New American University. When the university is proud of its innovative nature, the fundraising needs to be just as innovative. In addition, Brian works to train youth in servant leadership at all levels, loves cooking outdoors, and spending time with his wife and six children.
Login to purchase your access to this webinar. Once you have purchased, view your Order Details to access materials for the webinar. Depending on when you purchase, you will receive an email confirmation the day before and the day of the event. Registration for the live event closes 2 hours prior to the event. 
CGP National members: $25.00
Non-members: $50.00
Group pricing: $99.00 (Council groups or 2+ people viewing)
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CGP leaders and colleagues have enriched my life both professionally and personally through their mentorship. No other fundraising-related association is more effective and far-reaching in its policies, research and ethics, and advocacy for the nonprofit sector.