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

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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 Target Analytics

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.

Jeff Giannotto

Jeff Giannotto
Senior Solutions Advisor at MarketSmart

Over the past 6 years, in his role as Senior Solutions Advisor at MarketSmart, Jeff has advised organizations of all sizes on Engagement Fundraising. Leveraging integrated technology and marketing, MarketSmart helps nonprofits generate, qualify, cultivate and prioritize potential donors. Over the years, Jeff has consulted with dozens of disease research organizations, such as American Lung Association, Fred Hutchinson Cancer Research Center, Moffitt Cancer Center, and more.


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.
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