Discovering and Engaging with Planned Giving Surveys

Philanthropy
Learn how to better understand your donors’ interests and engage them further through a planned giving survey.
Discovering and Engaging with Planned Giving Surveys
Member Session

Greater Public members only

Date/Time

Tuesday, July 21, 2020
12:00 p.m. (ET) / 9:00 a.m. (PT)
Duration: 75 minutes

What to expect

If done correctly, donor surveys are an excellent way to understand your donors’ interests. Using surveys to discover and engage your current and potential estate donors is becoming increasingly popular as planned giving increases, both nationwide and in public media.

Hear from industry experts who have implemented these surveys with great success. They will share their lessons learned about their process, objectives, and challenges in planning, executing, and wrapping up a planned giving survey, regardless of station size.

Speakers

Erin Chrest
Managing Director of Major & Planned Giving
Maryland Public Television

Jeff Giannotto
Senior Solutions Advisor
MarketSmart

Julie Hallowell
Director of Gift Planning and Endowment
WGBH