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Saturday, September 14 • 2:00pm - 3:00pm
How Planned Giving and Direct Marketing Work Together

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Loyal donors make good planned giving prospects. Are you fully using direct response to build a donor pyramid and pipeline? Do you have a plan to proactively identify and qualify planned giving prospects?  In this informative session you will learn how to use your annual appeal/direct mail program to build donor loyalty, identify planned giving prospects on your file, and effectively use direct response for marketing planned giving programs.

In this session you will learn to:

Identify planned giving prospects from analyzing annual gift giving behaviors

Recognize the importance of using annual gift techniques in Planned Giving marketing

Use data analysis that incorporates loyalty factors and purchase planned giving scores.


Br. Roy Smith, CSC

Director of Development, Brothers of the Holy Cross, Inc.

avatar for Timothy Logan, ACFRE

Timothy Logan, ACFRE

Senior Vice President & Senior Consultant/Planned Giving Services, RuffaloCODY
  Timothy D. Logan, ACFRE is Senior Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Fundraising for RuffaloCODY.  Tim has been with RuffaloCODY since June, 2003. Tim has worked in both the for-profit and nonprofit sectors and has over 33... Read More →
avatar for Heather Vida,CFRE

Heather Vida,CFRE

Vice President & Consultant, Religious and Educational Fundraising Services, RuffaloCODY
Heather is originally from Michigan, where she attended and graduated from Northern Michigan University.  She started her fundraising career as an undergrad, working with Northern’s annual giving programs in the development office. During her time at NMU, Heather held the position... Read More →

Saturday September 14, 2013 2:00pm - 3:00pm CDT
Fort Worth 5

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