WEBINAR: How to Qualify Major and Legacy Gift Prospects with Predictive Analytics and Donor Surveys

How to Qualify Major and Legacy Gift Prospects with Predictive Analytics and Donor Surveys

Why are predictive analytics and donor surveys so popular in major and legacy gift fundraising? What benefits and advantages do they provide charities and fundraisers? And more!

Your presenters:

Katherine Swank

Katherine Swank
Principal at Blackbaud

Katherine has over 25 years of experience in the fundraising industry as a consultant, development officer, and advancement team manager. As a member of Blackbaud’s Analytics Consulting Team for over a decade, her role facilitates strategic, customer-facing content for Blackbaud Target Analytics’ custom modeling, wealth screening, and prospect research solutions to enhance customers’ development efforts with data-driven strategies. Before assuming this role, she served as the national director of gift planning at the National Multiple Sclerosis Society home office. Katherine is a frequent speaker at bbcon, NACGP, APRA, AFP, and other industry conferences.

Greg Warner CEO MarketSmart

Greg Warner
CEO and Founder at MarketSmart

Greg Warner is the author of Engagement Fundraising and CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. He also invented the Fundraising Report Card and the DAFwidget. In 2013, Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers zero in on the donors most likely to support their organizations and institutions with major and legacy gifts.


We will cover:

  1. What are Predictive Analytics and how do they help fundraisers qualify major and legacy gift prospects?
  2. How are surveys used to qualify major and legacy gift prospects?
  3. Why should charities combine these two proven tactics?
  4. Success stories and real metrics from other organizations utilizing predictive analytics with surveys.
  5. Best practices for effectively cultivating and stewarding prospects identified through predictive analytics and surveying.
Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!