Event: A Better Data-Driven Approach to Identifying Top Prospects
The San Diego Planned Giving Partnership is pleased to present:
PG Calc Pre-Recorded Webinar:
A Better Data-Driven Approach to Identifying Top Prospects
This is a pre-recorded webinar from PG Calc that was originally presented on November 17, 2022
Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.
Each PG Calc Webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. In order to claim these credits after viewing a webinar, you can request a form by emailing register@sdpgp.org or you can download it from the SDPGP.org website and use it to track your credits.
This series of webinar presentations is generously sponsored by This series of webinars is generously sponsored by San Diego Foundation..
Sponsored By:
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership