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NACCDO Planned Giving at MSK Angarola

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Planned Giving at MSK: A multichannel approach to identify, steward and cultivate planned giving donors and prospects Stacy Angarola Office of Planned Giving Memorial Sloan KetteringCancer Center
Agenda Overview of Session About Planned Giving & PG at your organization Planned Giving Donor Profile • From prospect to gift realization Who are the best PG Prospects? • Database Management /Analytics Marketing & Stewardship • PG message across many channels including a look at the MSK planned giving video
Overview of Session – Sharing techniques used at MSK in Planned Giving to hopefully generate ideas that can be applied to your organization – Focus on…… • Identifying new planned gift expectancies • Stewardshipof these donors so they keep the organization in their plans, and even expand or increase these gifts • Educating and generating leads and prospects – Please interrupt and ask questions along the way!

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NACCDO Planned Giving at MSK Angarola

  • 1. Planned Giving at MSK: A multichannel approach to identify, steward and cultivate planned giving donors and prospects Stacy Angarola Office of Planned Giving Memorial Sloan KetteringCancer Center
  • 2. Agenda Overview of Session About Planned Giving & PG at your organization Planned Giving Donor Profile • From prospect to gift realization Who are the best PG Prospects? • Database Management /Analytics Marketing & Stewardship • PG message across many channels including a look at the MSK planned giving video
  • 3. Overview of Session – Sharing techniques used at MSK in Planned Giving to hopefully generate ideas that can be applied to your organization – Focus on…… • Identifying new planned gift expectancies • Stewardshipof these donors so they keep the organization in their plans, and even expand or increase these gifts • Educating and generating leads and prospects – Please interrupt and ask questions along the way!